Author Topic: American Funds ad  (Read 2084 times)


  • Bristles
  • ***
  • Posts: 313
American Funds ad
« on: May 08, 2017, 02:18:55 PM »
Ad in my Facebook feed pointed to this gem so I had to investigate

1) Including the sales fee (which was conveniently left out in the chart) results in only one of their promoted funds beating the average over 10 years.
Bonus: sales charges were a whopping 8.5% prior to 1988! I know that reflects how everything was expensive about investing back in the day...crazy!
2) The one fund that did beat the index over 10 years was a large cap growth fund and that's just because that category has outperformed the S&P 500 during that time period.

Anyway, not surprised by the spin, but still enraging nonetheless


  • Senior Mustachian
  • ********
  • Posts: 11464
Re: American Funds ad
« Reply #1 on: May 08, 2017, 03:37:00 PM »