The team overseeing the American Funds Growth series of portfolios harnesses the firm’s standout lineup of equity funds to build thoughtful, mostly growth-equity portfolios. The model portfolios and cheapest mutual fund shares earn a Morningstar Analyst Rating of Silver, while the priciest fund share classes get Bronze.
Will GWPAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of GWPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.