Decode the Acronym
“GFA”
What is The Growth Fund of America?
Equity‑income emphasis; resilient dividend payers (U.S.).
What is AMF?
U.S.‑focused equity strategies spanning growth to equity‑income.
What is US?
This client objective focuses on increasing the value of their money over time, even if it means accepting more short‑term ups and downs.
What is growth?
“AMF”
What is American Mutual Fund?
Conservative U.S. growth with quality bias.
What is AMCAP?
Worldwide equity opportunity set, often blending regions.
What is Global?
This objective prioritizes generating steady cash flow, often through dividends or interest.
What is income?
“NPF”
What is New Perspective Fund?
A research‑driven U.S. backbone fund invested in high‑quality companies across sectors. Capital's oldest fund...
What is ICA?
Companies primarily outside the U.S.
What is International?
This objective blends the desire for increasing wealth with receiving some consistent dividend payments along the way.
What is growth & income?
"WMIF"
What is Washington Mutual Investors Fund?
Non‑U.S. equities across regions; broad, research‑driven.
What is EUPAC?
Income‑oriented mix of equities and bonds.
What is Allocation?
This objective is common when clients want to manage risk by spreading investments across geographies, sectors, and styles.
What is diversification?
"EUPAC"
What is EuroPacific Growth Fund?
A fund that offers income first — with global equity exposure and a high percentage of dividend‑paying holdings.
What is CIB? (Capital Income Builder)
Targeted complements like small‑cap global or emerging markets exposure.
What is Satellite?
This objective matters most to clients who want to avoid large losses and keep their invested money as stable as possible.
What is capital preservation?