The fund invests mostly in U.S. common stocks but has positions outside the U.S., some in cash and some in bonds. Performance charts for American Funds Growth Portfolio (GWPAX) including intraday, historical and comparison charts, technical analysis and trend lines. investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.Investors should carefully consider investment objectives, risks, charges and expenses. universe to create the Morningstar Quantitative Rating (denoted on this page by a Unlock our full analysis with Morningstar Premium. American Funds Portfolio Series. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GWPAX’s performance objective and investment process is for both security selection and portfolio construction. American Funds The Growth Fund of America is the most popular U.S. stock fund from American Funds in 401(k) plans. The American Funds Growth and Income target-risk series, available through mutual funds and as model portfolios, uses impressive underlying strategies. †You can estimate the investment expenses you’re paying annually by multiplying your balance in the fund by the expense ratio. AEPGX Dividend policy Suspended Price as of: DEC 10, 07:00 PM EDT $66.68 -0.14 0% primary theme International Large-Cap Growth Equity share … View Top Holdings and Key Holding Information for American Funds Growth Portfolio (GWPAX). This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing. USD | NAV as of Dec 17, 2020 | 1-Day Return as of Dec 17, 2020, 11:01 PM GMT+00:00. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. American Funds Growth Fund of Amer A AGTHX Morningstar Analyst Rating Analyst rating as of Apr 23, 2020. Unless otherwise indicated, all results are calculated at net asset value. The new underlying fund allocations will be updated on May 14, 2020. The funds’ risks are directly related to the risks of the underlying funds as described below. GFAFX | A complete American Funds Growth Fund of America;F1 mutual fund overview by MarketWatch. In applying any particular asset allocation model to your own individual situation, you should consider your other assets, income and investments. These quantitative rating predictions make up what we call the *The expense ratios are as of each fund’s prospectus and include the weighted average expenses of the underlying funds. For example, in addition to your retirement plan investments, you should consider any investments (including those in an Individual Retirement Account) and savings accounts. For more current information and month-end results, click here. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. American Funds' parent Capital Group announced in September 2020 that longtime manager Michael Kerr had stepped off American Funds Growth Fund of America's management team … American Funds Growth Portfolio (Class A | Fund 53 | GWPAX) seeks to provide long-term growth of capital. But which are the best American Funds and how can an investor build a portfolio … The fund invests in a mix of American Funds in different combinations and weightings. View mutual fund news, mutual fund market and mutual fund interest rates. Privacy Policy and Investing for short periods makes losses more likely. American Funds Growth Portfolio may be appropriate for: The fund's investment objective is to provide long-term growth of capital. © Copyright 2020 Morningstar, Inc. All rights reserved. Investors who need a broadly diversified investment that increases the equity allocations in their … The fund invests in a mix of American Funds in different combinations and weightings. PGGAX | A complete American Funds Global Growth Portfolio;A mutual fund overview by MarketWatch. It's also a $235 billion behemoth, making it the biggest actively managed fund … This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. Current and future results may be lower or higher than those shown here. American Funds' Growth Fund of America (AGTHX) is a large cap equity fund that focuses on capital growth. Unless otherwise indicated, all information and statistics are based on the underlying fund allocations as of March 31, 2020. Through its investments in the underlying funds, the fund will have significant exposure to growth … You can also use the American Funds asset allocation models as a guide when choosing your investments. These risks may be heightened in connection with investments in developing countries. The People Pillar is our evaluation of the GWPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. All other company and product names mentioned are the property of their respective companies. Shares of some funds were not sold on the first day available; please see the fund’s most recent shareholder report for the actual date of first sale.). Share price and return will vary, so you may lose money. Research information including fund fees, cost projections and minimum investments for American Funds Growth Portfolio. This site is protected by reCAPTCHA and the Google American Funds Fundamental Investors (ANCFX): This fund invests in a blend of growth and value … To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, Portfolio managers practice active stock selection. AGTHX | A complete American Funds Growth Fund of America;A mutual fund overview by MarketWatch. There are expenses associated with the underlying funds in addition to fund of funds expenses. View mutual fund news, mutual fund market and mutual fund interest rates. Class C share returns prior to the date of the first sale are hypothetical results based on Class A share returns without a sales charge, adjusted for typical additional annual expenses of about 0.82% on average over the first 10 years. Learn How to Read a Morningstar Analyst Report. For more information about the risks associated with each underlying fund, go to its detailed fund information page or read its prospectus. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. As of February 10, 2020, the fund … JNL/AMERICAN FUNDS GROWTH-INCOME FUND CLASS A- Performance charts including intraday, historical charts and prices and keydata. Notice: As part of the ongoing management of the Portfolio Series, the Portfolio Solutions Committee and Capital Solutions Group regularly monitor each fund of funds and its underlying funds to ensure alignment with the fund's investment objective. View mutual fund news, mutual fund market and mutual fund interest rates. The underlying American Funds will primarily consist of growth funds. Investment allocations may not achieve fund objectives. Returns at net asset value would have been lower if the contingent deferred sales charge had been deducted. Investors who need a broadly diversified investment that increases the equity allocations in their existing portfolios. Investments / Model Portfolio Details / American Funds Growth Model Portfolio. Distinguishing Characteristics This strategy takes a flexible approach to growth investing, seeking opportunities in traditional growth stocks as well as cyclical companies and turnarounds with significant potential for growth … Figures shown are past results and are not predictive of results in future periods. Here are American Funds’ Growth and Income Funds: Capital World Growth and Income Fund ( CWGIX ): This fund seeks stocks of companies around the world that can offer investors growth … ¶¶ Cumulative total return since the fund’s inception on 05/18/2012. For example you may have seen American Funds Growth Fund of America or American Funds Fundamental Investors or American Funds Small Cap World in either R1, R2, R3, or R4 share classes. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Learn more about mutual funds at fidelity.com. The fund invests in a mix of American Funds in different combinations and weightings. ), which is analogous to the rating a Morningstar analyst might See fees data for American Funds Growth Portfolio (GWPAX). This collection of sample portfolios was designed for investors based on their retirement … The machine-learning model is then applied to the “uncovered” fund Research information including fund fees, cost projections and minimum investments for American Funds Growth Portfolio. Class C shares convert to Class A shares after 8 years. The investment seeks to provide long-term growth of capital. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. The fund's investment objective is to provide you with growth of capital. View mutual fund news, mutual fund market and mutual fund interest rates. This and other important … Learn more about mutual funds at fidelity.com. their past ratings decisions, and the data used to support those decisions. See fees data for American Funds Growth Portfolio (GWPCX). (as of 11/30/20; percentage of net assets; holdings are subject to change), (as of 11/30/20; percentage of net assets of underlying American Funds), (as of 9/30/20; percentage of net assets of underlying American Funds). The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest and most respected investment management firms. Overview American Funds Growth Portfolio may be appropriate for: Investors who need a broadly diversified investment that increases the equity allocations in their existing portfolios. American Funds EuroPacific Growth Fund® mutual fund. Investors who want to invest a portion of their portfolio for longer-term aspirational goals. Please see the fund’s most recent prospectus for details. … Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Dec 17, 2020, 11:01 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. *Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. Prior to 6/30/2020, Class C shares converted to Class F-1 shares after 10 years. American Funds Global Growth Port A PGGAX ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. A 1% contingent deferred sales charge may apply to Class C shares sold within one year of purchase. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which the results would have been lower. American Funds Growth Portfolio A GWPAX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. Use of this website is intended for U.S. residents only. The investment seeks to provide long-term growth of capital. … The bar graph below shows the fund’s annual results and illustrates the fund’s fluctuations over the past 10 years. These eight funds of funds are designed to help investors pursue real-life goals, both long- and short-term, within a framework of three common objectives: growth, growth and income and preservation and income. Click here for more on how to use these ratings. Analyze the Fund American Funds Growth Portfolio Class A having Symbol GWPAX for type mutual-funds and perform research on other mutual funds. Click here for more on how to use these ratings. GWPAX | A complete American Funds Growth Portfolio;A mutual fund overview by MarketWatch. Get our overall rating based on a fundamental assessment of the pillars below. Morningstar Quantitative Rating™ for funds. Read details about how waivers and/or reimbursements affect the results for each fund. The fund invests in a mix of American Funds in different combinations and weightings. American Funds Distributors, Inc., member FINRA. You can find a link to the prospectus at the top of the page. public. Analyze the Fund American Funds The Growth Fund of America ® Class F-1 having Symbol GFAFX for type mutual-funds and perform research on other mutual funds. Returns with CDSC reflect deduction of a contingent deferred sales charge (1%) on shares sold within the first year of purchase. The Parent Pillar is our rating of GWPAX’s parent organization’s priorities and whether they’re in line with investors’ interests. Investing in smaller companies also involves additional risks, and small-company stocks can fluctuate in price more than larger company stocks. assign to the fund if an analyst covered the fund. Investors should carefully consider investment objectives, risks, charges and expenses. It may also include (Class C shares were first offered on March 15, 2001 (on February 21, 2014, in funds in the American Funds Target Date Retirement Series). Our conviction in the series’ … Following their most recent regular review, the teams decided to change the underlying allocations for the following funds of funds: American Funds Global Growth PortfolioSM, American Funds Growth PortfolioSM, American Funds Growth and Income PortfolioSM, American Funds Moderate Growth and Income PortfolioSM, American Funds Conservative Growth and Income PortfolioSM and American Funds Tax-Aware Conservative Growth and Income PortfolioSM. 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