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HEAD-TO-HEAD: Capital Group versus Neuberger Berman

FSA compares two US equity products: The Capital Group AMCAP Fund and the Neuberger Berman US Multi Cap Opportunities Fund.
by Francis Nikolai Acosta

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CONCLUSION

The Capital Group fund receives a three-star Morningstar rating and an analyst rating of Gold, while the NB fund gets three stars and a Bronze analyst rating.

Morningstar’s star rating looks at historically-adjusted performance and the analyst rating is based on forward-looking analysis.

Jmili pointed toward the funds’ analyst rating, in which the Capital Group offering scored higher than the NB fund.

“The Capital Group fund is one of the best offerings for investors,” she said, adding that she is impressed of the consistency of its investment approach, as well as team’s succession planning.

Jmili noted that the NB fund is also rated highly. However, it is relying on one lead manager and is not yet clear on who will be taking over the fund in case the current manager decides to leave.

“But it is also the case of multiple other funds that are offered in the market, which makes the whole set up on the Capital Group fund is really impressive,” she said.

That said, Jmili believes that the two offerings are meant for different types of investors.

“The Capital Group fund is for investors who are looking for a time-tested moderately growth-oriented, diversified fund.

“Meanwhile, the NB fund is for investors who are looking for solid, high conviction and concentrated exposure to US equities,” she said.

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