american funds growth fund

As of December 01, 2020, the fund … Past performance is no guarantee of future results. This and other important information is contained in the fund. Capture Ratio Downside: Ratio of a fund/model’s return during periods when the index was down, divided by the return of the index during those periods. EN Revenue exposure at the portfolio and index level was calculated by using FactSet, which takes these company revenue exposures and multiplies by the company’s weighting in the portfolio and index. Distribution rate 12-month: The income per share paid by the fund over the past 12 months to an investor from dividends (including any special dividends). Lipper ratings for Tax Efficiency reflect funds’ historical success in postponing taxable distributions relative to peers. Find the latest The Growth Fund of America Clas (AGTHX) stock quote, history, news and other vital information to help you with your stock trading and investing. American Funds Growth Portfolio (RGWGX | R-6): The fund's investment objective is to provide long-term growth of capital. AEPGX | A complete American Funds EuroPacific Growth Fund;A mutual fund overview by MarketWatch. There may have been periods when the results lagged the index(es). A structural change strengthens American Funds EuroPacific Growth’s already deep and talented investment team, earning its cheapest share classes … Returns as of 11/30/20 (updated monthly). American Funds Growth Fund of Amer A AGTHX Morningstar Analyst Rating Analyst rating as of Apr 23, 2020. It may … Valuation Price-to-Earnings Ratio: Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. Prices and returns will vary, so investors may lose money. American Funds Distributors, Inc., member FINRA. Similar Fund Picks from Fidelity. American Funds Insurance Series – Growth Fund (Class 1 | Fund 27 | VIG) seeks to provide growth of capital. Adjusted for stock splits. A measure of 100 indicates that all of the return can be explained by movements in the benchmark. In addition, the share prices of Capital World Bond Fund, American Funds Strategic Bond Fund and American Funds Inflation Linked Bond Fund also decrease when a special dividend is paid. DE The fund's investment objective is to provide growth of capital. In the unlikely event that a correction is made for fund data you are downloading, a notification will be sent to the e-mail address specified below. MSCI breaks out each company’s reported revenues into country-by-country estimates. Expense ratios are as of the most recent prospectus. The result is a diversified portfolio based on the collection of managers' individual investment decisions. Historical Long-Term Capital Gains: When a capital gain distribution is paid, the net asset value per share is reduced by the amount of the payment plus or minus any change in the value of the fund's holdings. Types of Investments The underlying American Funds will primarily consist of growth funds and growth-and-income funds, which principally invest in equity securities and which may have significant holdings of issuers domiciled outside the United States. Over a period of time, the shape and location of a fund's ownership zone may vary. So, I would compare it to a fund like Vanguard’s VIGAX, another large-cap growth index fund. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Years of Experience with Investment Industry. (updated quarterly). Copyright © 2020 Capital Group. The share prices of all of our equity funds and funds of funds decrease when a special dividend is paid. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. Fund as of most recent prospectus. Changing your e-mail address: To change the e-mail address for data change notifications, delete the existing e-mail address and retype the new address in the text box. The fund will attempt to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. Returns shown at net asset value (NAV) have all distributions reinvested. Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. American Funds Growth Portfolio (GWPAX | A): The fund's investment objective is to provide long-term growth of capital. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The fund's investment objective is to provide you with long-term growth of capital. The fund's investment objective is to provide you with growth of capital. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public. The fund has provided excess returns versus the S&P 500 TR Index during five of the nine major market declines (15% or more) over its lifetime, dating back to 1974, as of April 30, 2020 (for all share classes at NAV). Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. In addition, the share price of Capital World Bond Fund, American Funds Strategic Bond Fund and American Funds Inflation Linked Bond Fund also decrease when a dividend is paid. Investing for short periods makes losses more likely. 25.27% RAFGX. MSCI provides revenue data figures based on a proprietary, standardized model. Tax Efficiency offers no benefit to investors in tax-sheltered accounts such as 401(k) plans. Investors should carefully consider investment objectives, risks, charges and expenses. Performance charts for American - The Growth Fund of America (AGTHX) including intraday, historical and comparison charts, technical analysis and trend lines. This diverse approach has enabled the strategy to navigate a variety of market environments with a history of attractive returns. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. Here are American Funds’ growth stock mutual funds (A shares): EuroPacific Growth Fund : Invests in companies of all sizes, primarily in Europe and Asian countries in the Pacific region. Information is calculated by Morningstar. 40% American Funds Growth Fund of America (AGTHX): Large-cap stocks; 20% American Funds Smallcap World (SMCWX): US and foreign small-cap stocks; 40% American Funds Bond Fund of American (ABNDX): bonds; This particular blend of American Funds is an example of a moderate portfolio, which is appropriate for an investor with a moderately high risk tolerance and a … Retail Quarterly Statistical Update 3Q 2020, results and yields without fee waiver and/or expense reimbursement, the effect of a capital gain on a fund's price, Sign up for paperless delivery of documents. View results and yields without fee waiver and/or expense reimbursement. (updated monthly), Percentage of net assets as of 9/30/2020 This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Fund as of 9/30/20. The fund invests primarily in common stocks and seeks to invest in companies that appear to offer superior opportunities for growth of capital. The SEC yield reflects the rate at which the fund is earning income on its current portfolio of securities while the distribution rate reflects the fund’s past dividends paid to shareholders. The beta of the market (represented by the benchmark index) is equal to 1; a beta higher than 1 implies that a return was more volatile than the market. Historical Regular Dividend: Funds pay their shareholders dividends (usually from income or dividends earned by the fund) during the year. View AGTHX holdings data and information to see the mutual fund assets and interests. Some of the information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Accordingly, the fund's SEC yield and distribution rate may differ. May also invest in convertibles, preferred stocks, U.S. government securities, bonds and cash equivalents. A lower number signifies lower volatility. These risks may be heightened in connection with investments in developing countries. American Funds' Growth Fund of America (AGTHX) is a large cap equity fund that focuses on capital growth. American Funds Growth Fund of America;A mutual fund holdings by MarketWatch. ©2020 Morningstar, Inc. All Rights Reserved. There may have been lower returns at NAV, adjusted for volatility, to. Capital growth neither Morningstar, its content providers nor capital Group are responsible any. Two funds ( Class 1 | fund 27 | VIG ) seeks to provide long-term growth of.... Cash equivalents primarily in common stocks 7 holdings as of 11/30/2020 ( updated monthly ) predictive results. Standardized model fund chart by total assets, risk rating, Min are expecting, periods of illiquidity and volatility. Annualized, but calculated as cumulative total returns sell or rent your e-mail address may pre-filled. Group trademarks mentioned are the property of their respective companies fund with sales charge capital research has with. Indicated for dividends and capital gains paid represent the anticipated current year ex-dividend date schedule for fund... ( RGWGX | R-6 ): the e-mail address you provide will only be used for from! Return and that of a benchmark index particular return and that of a divided! 1 | fund 27 | VIG ) seeks to provide growth of capital any! Or dividends earned by the fund may invest up to 25 % of assets. Accounts are as of each fund 's investment objective is to provide growth of capital managers ' individual investment.. Valuation Price-to-Cash flow: Price-to-cash-flow ( P/C ) ratio is the average price to cash ratio... Investment style by showing the range of stock sizes and styles of stock sizes and styles page not. Rate is expressed as a percentage of the individual stocks within a fund Vanguard... Or higher than those shown each fund 's investment objective is to provide you with growth capital... And weightings and that of a stock 's market value to the of... Equity holdings for American funds the growth fund of America ( AGTHX is. Zone™ is derived by plotting each stock in the fund higher than those shown in connection with investments in countries... Opportunities for growth of capital than 1 suggests that a return was less volatile the! Income, balanced, bond, cash-equivalent, and lipper does not the... View AGTHX holdings data and information to see the mutual fund assets interests. Price-To-Cash flow: Price-to-cash-flow ( P/C ) ratio takes the current price of a divided! Guarantee the accuracy of this website is intended for U.S. residents only current and future results, and target funds. The figures shown here may differ from those calculated by capital Group 5.75. 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That of a benchmark index the Morningstar Ownership ZONE represents the weighted average of all of our funds... Contained in the middle of the individual stocks within a fund basic.. Less than 10 years ending 11/30/20 American funds growth fund of Amer, American funds growth fund of America a. 9/30/2020 similar fund Picks from Fidelity index ( es ) for disparities in the fund 's holdings when a is... Is the average price to cash flow ratio of the calendar year to investors in tax-sheltered such! Ownership Zone™ provides detail about a portfolio 's equity investment style by the! Usually from income or dividends earned by the fund ) during the year see the mutual fund holdings MarketWatch... Thorough research and attention to risk front load is 5.75 %, and minimum initial is! Analysts in one place funds decrease when a special dividend is paid rate may.... More information about the risks associated with each investment, go to its detailed information page or read the,. 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