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American Funds Global Growth Port 529C CPGCX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 21.63  /  +0.46 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    1.630%
  • Expense Ratio 1.630%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.14%
  • Turnover 9%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis CPGCX

Will CPGCX outperform in future?

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

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.

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Portfolio Holdings CPGCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds New Perspective R6

20.05 1.1 Bil

American Funds Capital World Gr&Inc R6

20.02 1.1 Bil

American Funds SMALLCAP World R6

15.12 848.2 Mil

American Funds Growth Fund of Amer R6

15.11 848.1 Mil

American Funds New Economy R6

15.06 845.1 Mil

American Funds Europacific Growth R6

9.84 552.3 Mil

American Funds New World R6

4.84 271.7 Mil

Cash And Other Assets Less Liablities

−0.03 −2.0 Mil
Cash and Equivalents