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The Best of America IV annuity is a variable annuity designed for investors with a 403 (b), 401 (k), 401 (a) or SEP-IRA retirement plan.
The Best of America® IV fund list. The underlying funds listed below are only available as investment options in variable insurance products issued by life insurance companies. They are not offered or made available directly to the public.
The Best of America IV variable annuity is available for your clients to accompany their 403(b), 401(k), 401(a) orSEP-IRA planning for retirement. Learn more today.
Variable. Nationwide annuity prospectuses & performance. Track your Nationwide variable annuity’s performance. View eXtensible Business Reporting Language (XBRL) documents. View annuity fee disclosure documents. Review prospectuses and performance documents for Nationwide variable annuities here.
ProspectusPerformance (pdf)America's marketFLEX Annuity® prospectus ...- American Funds Investment Company of America
- American Mutual Fund
- Amcap Fund
- New Perspective Fund
- The Growth Fund of America
- The Income Fund of America
- The Bond Fund of America
- American Balanced Fund
- Fundamental Investors Fund
- The Tax-Exempt Bond Fund of America
The Investment Company of America fund (AIVSX) is an actively managed growth- and income-focused equity fund. Its average annual return since its 1934 inception is 11.39%, outperforming the S&P 500’s 11.11% average annual return for the same time period as of July 2023. The fund has a five-year annualized return of 8.72%, an expense ratio of 0.58%,...
The American Mutual Fund (AMRMX) is a large-capvalue fund that aims to preserve capital by selecting stocks offering strong fundamentals and sustainable dividends. Since its 1950 launch, the fund’s average annual return is 0.40%. The fund’s five-year annualized return is 7.49%, its expense ratio is 0.58%, with a 2.01% dividend yield.
Launched in 1967, the AMCAP Fund (AMCPX) seeks long-term capital growth by targeting stocks that consistently demonstrate superior earnings. The fund's average annual return over the past ten years is 10.13%, its five-year annualized return is 6.93%, and its expense ratio is 0.67%, well below the category average of 1.10%. The dividend yield is 0.2...
American Funds launched the New Perspective Fund (ANWPX) in March 1973, with an investment goal of seeking long-term capital appreciation. The fund manager chiefly invests in multinational blue-chip multinational companies, in the form of common stocks, preferred stocks, bonds, or convertible securities. As of May 2021, the average annual return si...
Launched in December 1973, the Growth Fund of America (AGTHX) seeks long-term capital growth by investing in cyclical businesses, undervalued companies, and potential turnaroundstories. The fund's average annual return is 8.98%, its five-year annualized return is 9.04%, and its expense ratio is 0.60%.
Introduced in December 1973, the Income Fund of America (AMECX) seeks to achieve capital growth by investing in a mix of stocks, convertible securities, and bonds. Its 10-year annualized return is 6.23%, its five-year annualized return is 4.83%, and the fund’s expense ratio is 0.56%. The fund boasts an attractive 3.58% dividend yield.
Launched in 1973, the Bond Fund of America (ABNDX) maintains a diversified fixed income portfolio by adjusting to changing bond market conditions in pursuit of high income and capital preservation. The fund's 10-year annualized return is 1.25%, and its five-year annualized return is 0.45%. Its expense ratio is 0.59%, with a 4.33% yield.
Launched in July 1975, the American Balanced Fund (ABALX) seeks long-term capital and income growth by investing at least 60% of its assets in common stock and 40% in the bond market. The fund's five-year annualized return is 5.46%, the expense ratio is 0.57%, and the dividend yield is 2.38%.
Since its August 1978 inception, the Fundamental Investors Fund (ANCFX) has targeted value opportunities and stocks exhibiting superior sales and earnings potential. The fund's 10-year annualized return of 10.62% has been eclipsed by its five-year annualized return of 8.24%. The expense ratio is 0.61%, and the dividend yield is 1.05%.
Launched in October 1979, the Tax-Exempt Bond Fund of America (AFTEX) seeks to maximize tax-exempt income by investing primarily in municipal and public authority bonds. The fund boasts a 10-year annualized return of 2.30% and a five-year annualized return of 0.78%. The fund's 12-month yield is 1.05%, and its expense ratio is 0.50%.
- J.B. Maverick
Nov 12, 2021 · The Best American Funds for 401 (k) Retirement Savers. American Funds has 13 actively managed mutual funds among the 100 most popular 401 (k) offerings. We look at the best American...
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Some of the services provided include distribution of underlying fund prospectuses, semi-annual and annual fund reports, proxy materials, and fund communications, as well as maintaining the websites and voice response systems necessary for Contract Owners to execute trades in the funds.
