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Morningstar

American Funds Growth Portfolio F2 GWPEX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 23.65  /  −0.67 %
  • Total Assets 17.7 Bil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.83%
  • Turnover 1%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 9:57 PM GMT+0

Morningstar’s Analysis GWPEX

Will GWPEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GWPEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GWPEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GWPEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This series of portfolios would likely play a supporting role in an investor's overall portfolio, providing exposure to growth stocks.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

The American Funds Growth series’ thoughtful objectives-based approach, exceptional underlying funds, and well-resourced management team make it a strong option for investors seeking exposure to growth stocks. The series' three portfolios are made available through model portfolios and separate accounts, with the Growth and Global Growth portfolios also offered as mutual funds.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings GWPEX

More GWPEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Growth Fund of Amer R6

24.69 4.5 Bil
—

American Funds AMCAP R6

19.41 3.6 Bil
—

American Funds Fundamental Invs R6

19.29 3.5 Bil
—

American Funds SMALLCAP World R6

14.60 2.7 Bil
—

American Funds New Economy R6

9.62 1.8 Bil
—

American Funds New Perspective R6

9.52 1.7 Bil
—

Cash And Other Assets Less Liablities

2.88 527.5 Mil
Cash and Equivalents