Fees are Above Average compared to funds in the same category. American Funds Tax-Exempt Presv Port has an expense ratio of 1.04 percent. Risk is Low compared to funds in the same category according ...

Switching clients’ mutual funds is well-established industry practice to generate commissions charged to clients.

Global - Equity fund seekers may want to consider taking a look at American Funds SMALLCAP World A (SMCWX). SMCWX bears a Zacks Mutual Fund Rank of 3 (Hold), which is based on various forecasting ...

Osaic has agreed to pay about $3 million to resolve allegations that Securities America, which joined the wealth management ...

American Funds Washington Mutual A is appropriate for investors interested in a diverse portfolio of primarily large U.S. stocks, income-oriented investors who want a blue-chip growth fund to balance ...

On the lookout for a Large Cap Growth fund? Starting with American Funds Growth Fund of America C (GFACX) is one possibility. GFACX holds a Zacks Mutual Fund Rank of 2 (Buy), which is based on various ...

Founded in 1958 by James E. Stowers Jr., American Century Investments is headquartered in Kansas City, MO, and managed around $268 billion in assets as of March 2025. American Century Mutual Funds ...

Osaic firm Securities America settles FINRA charges for $3M after failing to supervise mutual fund recommendations that cost ...

American Century Disciplined Core Value Fund earns a Very Attractive rating due to quality stock picks and below-average fees. BIGRX allocates more assets to attractive stocks and fewer to ...

FINRA has ordered Securities America, Inc. to pay $2 million in restitution to its customers and has fined the firm $1 million for failing to reasonably supervise Class A mutual fund recommendations, ...