Mutual Fund Monitor Awards: American Funds, Fidelity and Vanguard Offer Top Educational Resources

by on Jan 11, 2017

In Corporate Insight’s annual Mutual Fund Monitor Awards, we recently recognized American Funds, Fidelity and Vanguard for having the top financial education resources in the industry. Leaders in the mutual fund space offer well-written investing tips, portfolio guidance, tools and calculators as well as identify best practices across a wide variety of topics from college savings to retirement. We favored firms that create engaging material targeted for separate audiences based on their investing knowledge levels. Educational resources include a variety of formats such as articles, PDFs, courses, seminars, webinars, infographics, videos and HTML pages. Below, we offer a preview of the Gold, Silver and Bronze medal winners in the Financial Education category of our Awards report:

American Funds leads the coverage group by offering a robust collection of educational resources spanning a wide range of topics from investor guidance and college savings to retirement planning. The firm houses all of its educational material in a centralized tab. American Funds notably organizes educational materials into seven distinct categories including related tools and calculators. The firm’s retirement section includes helpful asset allocation models. Material come in a variety of formats such as PDFs, HTML articles and FAQs.

American Funds Planning Tab


Asset Allocation for Retirement Sample

Fidelity received a silver medal for its strong collection of educational materials. The firm offers hundreds of resources that cover an extensive range of personal finance topics for three distinct audiences: beginner, intermediate and advanced. Fidelity stands out for its variety of media formats that include comprehensive self-paced courses, seminars, infographics, videos, articles, and webinars.


Fidelity Learning Center Resource – Course Example

Fidelity Learning Center Resource – Video Example

Lastly, Vanguard was awarded the bronze medal for its collection of well-written educational resources. The firm stands out for offering an extensive range of topics for novice investors that includes basic principles related to investment strategies, trading, financial planning and portfolio diversification. Notably, Vanguard’s Principles for Investing Success series provides a framework for goal setting, maintaining balance and reducing costs. Featured articles include interactive charts and graphs. For example, the Minimize Cost module allow investors to manually adjust returns and expense ratios to compare gains and losses.

Vanguard Educational Resources – Investing Goals

Vanguard Educational Resource – Interactive Chart Sample

To access a free slide deck highlighting the gold medal winners in all five categories of this Mutual Fund Monitor Awards Report, click here.