Mutual Funds - Profile

American Funds Global Growth Portfolio

GL > Large-Cap > Growth

Rank

Universe Rank
68 49

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in issuers domiciled outside the United States.

The strategy seeks to invest in a mix of American Funds in different combinations and weightings.

The team seeks to create a combination of underlying funds that complement each other. Through its investments in the underlying funds, More

Price

  • Last Close
  • $23.18
    -0.12
  • 52 Week HL
  • $25.84 - $21.85
  • Net Assets
  • $6353.3 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Alan N. Berro
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-4.2 % YTD

  • 3 Year
  • 55.05%
  • 5 Year
  • 84.21%
  • Best
  • 28.56%
    2017
  • Worst
  • -8.99%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CPGAX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -3.7% 2.1% -20% 13.2% 1.2% 9.3% -1.2% 3.4% 0.8% 6.2% -
Q2 - 7.4% 23.4% 2.3% 3.1% 5.8% 0.7% 1.2% 3.9% 1.1% -
Q3 - 4.5% 10.1% -2% 2.9% 5.6% 6.1% -9% -2.6% 7.8% -
Q4 - 0.5% 16.3% 5.2% -13.4% 5.1% -1.7% 5.3% 0.3% 8% -

Returns +
M

J F M A M J J A S O N D
2022 -4.2% - - - - - - - - - - -
2021 -0.4% 2% 0.4% 4.7% 0.7% 1.8% 0.2% 3.2% 1% -0.4% -3.3% -1%

Annual
Return

Index Comparison

Alpha

NAV