Example: Marty & Beth Save
Marty and Beth invested $100,000 in a popular mutual fund, American Funds Growth Fund of America on January 31, 2005 and held it for 5 years. As InvestForLess members, they bought the F-1 share, (advisor class share). Which one would you purchase?
This example is for illustrative purposes only. The returns and savings are as of 2/18/2010, and all returns are net of fees. including the annual membership fee. American Funds Growth Fund of America F-1 share (GFAFX) is only available through a registered investment adviser. The fee-based account was invested in GFAFX and was charged 1.5% annually based on the size of the account (billed quarterly). Click here to see the expense ratios of the funds above. The actual return and cost of any investment will fluctuate so an investor’s realized savings may be more or less than shown. Please read the prospectus for any fund you are considering purchasing for a description of all fund fees and expenses and the fund’s investment objectives. Data source Morningstar® as of 2/18/2010.