Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
American Funds IS® Growth-Income 1
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative ---
Management 0.50%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.25%
Expense Ratio 0.29%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.28%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 1984-02-08
Mngr Name Keiko McKibben
Mngr Start Date 2014-07-02
Biography
Keiko McKibben is an equity portfolio manager at Capital Group. She has 27 years of investment experience and has been with Capital Group for 22 years. Earlier in her career at Capital as an equity investment analyst, she covered U.S. and European aerospace & defense, industrials, information services, machinery, business services and publishing & printing. Prior to joining Capital, Keiko was an investment analyst for Legg Mason Fund Adviser in Baltimore. Before that, she worked for financial publisher Morningstar in Chicago, where she helped start a publication on Japanese securities. She holds an MBA from the Wharton School of the University of Pennsylvania and a bachelor’s degree in mathematics from the University of Chicago graduating with general honors. She also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Keiko is based in San Francisco.
Mngr Name Caroline Jones
Mngr Start Date 2024-06-01
Biography
Caroline Jones is an equity portfolio manager at Capital Group. As an equity investment analyst she covers health care services, retail drug companies and homebuilding in the U.S. She has 24 years of investment experience and has been with Capital Group for 19 years. Earlier in her career at Capital, she also covered U.S. regional banks and small- and mid-cap diversified banks. Before joining Capital, she was a financial analyst at Goldman Sachs & Co. She holds an MBA from the Wharton School of the University of Pennsylvania where she graduated as a Palmer scholar, and a bachelor’s degree in commerce from the University of New South Wales in Australia. Caroline is based in San Francisco.
Mngr Name Charles E. Ellwein
Mngr Start Date 2015-05-01
Biography
Charles E. Ellwein is an equity portfolio manager at Capital Group. He has 27 years of investment industry experience and has been with Capital Group for 18 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. commercial and professional services, Canada as a generalist, U.S. Exchanges and global telecom equipment. Prior to joining Capital, he was a managing member at Farallon Capital Management in San Francisco, responsible for investments in the technology and media sectors. He holds an MBA with honors from Stanford Graduate School of Business and a bachelor's degree with honors in electrical engineering from Brown University. Charles is based in San Francisco.
Mngr Name J. Blair Frank
Mngr Start Date 2006-05-01
Biography
J. Blair Frank is an equity portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 25 years. Earlier in his career at Capital, as an equity investment analyst, Blair covered U.S. small-cap companies. Before joining Capital, Blair worked as an equity manager at Institutional Capital Corp. in Chicago. He holds an MBA in finance from Northwestern University and a bachelor’s degree in history from Bates College. Blair is based in Los Angeles.
Investment Advisor(s)
Capital Research and Management Company
Web Site
www.americanfunds.com
Issuer
American Funds
Subadvisor(s)
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