Capital Research and Management Company manages investment portfolios for mutual funds, exchange-traded funds, and individual investors through managed account programs sponsored by financial institutions. Capital Research and Management Company utilizes fundamental research and a multi-manager system to build portfolios across equity, fixed-income, and asset allocation strategies. Capital Research and Management Company operates as a subsidiary of The Capital Group Companies and provides investment management services across global markets.
Assets Under Management$4300B
Clients23,578
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.39% |
Fees vary by strategy, ranging from 0.12% for municipal bonds up to 0.39% for U.S. equity strategies. Additional sponsor platform or administrative fees of 0.02% to 0.05% may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.