American Funds Global Growth Portfolio Class 529-E

 (MUTF:CGGEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.20%
   
1 week   +1.63%
   
4 week   +1.20%
   
3 month
   
-2.19%  
YTD   +4.15%
   
1 year   +2.66%
   
3 years*   +2.96%
   
5 years*   -  
*annualized
Best 3 month return+12.29%  
Worst 3 month return-9.54%  

Morningstar statistics

Morningstar category: World Stock
  Return Risk Rating
3 years Average Below Average
5 years     -     - -
10 years     -     - -
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.76B 
Front load-  
Deferred load-  
Expense ratio1.17%  
Management fee-  
Fund familyAmerican Funds 

Asset allocation

Cash2.03%  
Stocks89.31%  
Bonds3.34%  
Preferred0.47%  
Convertible0.01%  
Other4.84%  

Purchase information

Initial$250  
Additional$50  
IRA Initial$25  
AIP Initial$50  
AIP Additional$50  
14.33+0.01(0.07%)
Dec 7, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. The fund will typically have significant exposure to issuers domiciled outside the United States. It will seek to invest at least 25% of its net assets in underlying funds that invest significantly (under normal market conditions, at least 40%) in issuers domiciled outside the United States.
Fund filings (PDF) »
Asset managers:
Wesley Phoa (Started: May 18, 2012)
James Lovelace (Started: May 18, 2012)
Bradley Vogt (Started: May 18, 2012)
John Smet (Started: May 18, 2012)
Alan Berro (Started: May 18, 2012)
Andrew Suzman (Started: May 18, 2012)
Joanna Jonsson (Started: Jan 1, 2015)
Advisor Company:
Capital Research and Management Company
Fund family reports on Morningstar »
American Funds, 333 South Hope Street, Los Angeles, California 90071-1406, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.44 3.93     -     -
Beta* 0.84 0.81     -     -
Mean annual return 0.10 0.22     -     -
R-squared* 92.32 88.27     -     -
Standard deviation 11.71 10.82     -     -
Sharpe ratio 0.07 0.24     -     -
* Against standard index

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