Capital Research and Management Company manages investments for various entities, including mutual funds, exchange-traded funds (ETFs), and individual investors through wrap fee programs. They utilize fundamental research and a long-term approach, with multiple portfolio managers overseeing different segments of a fund or account. They invest in equity and fixed-income securities, and may consider environmental, social, and governance (ESG) factors. They also offer model portfolios to sponsors of wrap fee programs.
Fee Structure
Capital Research and Management Company provides investment management services through wrap fee programs sponsored by broker-dealers or other financial institutions. The fees are generally based on a percentage of your portfolio. You should contact your program sponsor for specific fee information.
For dual contract programs, the annual fee is a flat rate on all assets, based on the sub-account size. For example, for the Capital Group Global Equity SMA, the fee is 0.550% for accounts between $250,000 and $1 million, decreasing to 0.380% for accounts greater than $10 million. Minimum account size is generally $250,000, but $400,000 for Capital Group Municipal Income SMA.