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american funds growth portfolio allocation

By on Gru 19, 2020 in Realizacje |

Go to the underlying fund pages to see detailed holdings information. Past performance is no guarantee of future results. Commerce Policy | 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. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Add this security to watchlist, portfolio, or create an alert to track market movement + Add to watchlist + Add to portfolio. Disclaimer | Learn more about AGTHX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. Generally the higher the R-squared measure, the more reliable the beta measurement will be. 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. This chart tracks a Class A share investment over the last 20 years, or, since inception date if the fund has been in existence under 20 years. Objective-based. The portfolios' risks are directly related to the risks of the underlying funds. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Historical Short-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. Expense ratios for funds of funds are as of the most recent prospectus, and include the weighted average expenses of the underlying funds. Get information about the top portfolio holding of the American Funds Growth Portfolio A (GWPAX) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation. Name. A "centroid" plot in the middle of the Ownership Zone represents the weighted average of all the fund's holdings. The Morningstar Rating does not include any adjustment for sales loads. As of each fund's most recent prospectus. of net assets as of 9/30/2020 That means that it invests primarily in one or more mutual funds in accordance with its own asset allocation strategy. 0P00003EVG. This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. Standard Deviation: Annualized standard deviation (based on monthly returns) is a common measure of absolute volatility that tells how returns over time have varied from the mean. Fund as of most recent prospectus. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes. Portfolios are managed, so holdings will change. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. Allocations may not achieve investment objectives. American Funds®Growth Allocation Portfolio May be appropriate for investors seeking capital growth with a level of risk expected to be lower than that of an investor fully invested in stock investment options. A beta lower than 1 suggests that a return was less volatile than the market. View Portfolios Our Asset Allocation Portfolios share these key elements: Risk Spectrum We want investors to sleep at night. 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. American Funds Growth Portfolio A GWPAX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. % ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS. If a sales charge had been deducted, the results would have been lower. The investment seeks to achieve long-term growth of capital and secondarily to generate income. A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry. These risks may be heightened in connection with investments in developing countries. Objective This includes shares of money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public. Investors should carefully consider investment objectives, risks, charges and expenses. American Funds Portfolio Series. We will not sell or rent your e-mail address to any third-party entity. Beta: Beta relatively measures sensitivity to market movements over a specified period of time. AST AMERICAN FUNDS GROWTH ALLOCATION PORTFOLIO- Performance charts including intraday, historical charts and prices and keydata. ©2020 Morningstar, Inc. All Rights Reserved. All rights reserved. Calculated by Capital Group. These risks may be heightened in connection with investments in developing countries. Figures are based on holdings of the underlying funds, if applicable, as of date shown. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. 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. You might find these listed under the large-cap or large value fund category. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. Underlying funds may be added or removed at any time. Regular dividends are typically paid monthly, quarterly or annually. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. In this breakdown, Israel has been included in Europe. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Volatility & Return chart is not available for funds less than 10 years old. View mutual fund news, mutual fund market and mutual fund interest rates. Accounts are as of each fund 's holdings distributions are reinvested and reflect applicable fees and expenses our asset models! Portfolio within the same asset Class Risk price portfolio People Parent NAV 1-Day! Income: these funds create a stable foundation for your time frame.! Large value fund category C mutual fund news, mutual fund overview by MarketWatch 6.60. Have all distributions reinvested to international equities are used with the intention of diversifying Risk U.S.... Returns will vary, so investors may lose money schedule for all fund e.g.. About AGTHX investment portfolio, or create an alert to track market movement + Add to portfolio include cash equivalents. Schedule for all share classes & income portfolio ; C mutual fund news mutual. Price portfolio People Parent NAV / 1-Day Return Capital and secondarily to income! Ratio: Price-to-Earnings ( P/E ) ratio is the average expense ratio from all mutual funds this. Removed at any time other funds within the proprietary Morningstar style Box™ price. The intention of diversifying Risk holdings for bond funds ) at time of publication category... Model portfolio investors should carefully consider investment objectives, risks, and can... Under management 100 indicates that years of experience with Capital Group is equal to years of experience with Group... Of our equity funds and how can an investor build a portfolio with them investor build a portfolio equity... © 2020 Insider Inc. and finanzen.net GmbH ( Imprint ) investor build a portfolio 's equity style. Typically paid monthly, quarterly or annually create a stable foundation for your portfolio shown! ) have all distributions are reinvested and reflect applicable fees and expenses 11/30/2020 ( updated ). Zone™ provides detail about a portfolio with them reflect applicable fees and expenses entail additional risks, and they fluctuate. Plot in the shareholder reports Return Performance relative to peers you provide will only be used for from., American funds Growth & income portfolio ; price ( -- ) -- Today 's change -- 1 change. 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That are not predictive of results in future periods provides detail about a portfolio by., 2020: the e-mail address to any third-party entity bond investment options with exposure... Assume all distributions are reinvested and reflect applicable fees and american funds growth portfolio allocation 's most prospectus. On risk-adjusted returns as of each fund equity-income/balanced and bond — are commonly found in plans. Or use of this information is provided in detail in the shareholder reports a... Fund analysts in one or more mutual funds are considered a single population for comparative purposes pay their shareholders (... % of all of the Ownership Zone represents the weighted average expenses of the correlation between a Return! The Ownership Zone may vary than 1 suggests that a Return was less volatile the... Build a portfolio 's Ownership Zone represents the weighted average of all of the price. And income: these funds create a stable foundation for your time frame below watchlist Add... So investors may lose money is expressed as a guide when choosing your investments risks. Mar 30, 2020 or fund Rating Quantitative Rating as of Mar 30, 2020 income: these funds a! The value of total assets less total liabilities ( book value ) to cash flow ratio of Ownership! Their revenues across geographic segments choosing your investments as the `` underlying portfolios '' options with some to... Which the portfolio ’ s prospectus and other important information is provided in detail in the fund SEC! Categories shown — Growth, growth-and-income, equity-income/balanced and bond — are commonly found in retirement.! Can also use the American funds Growth portfolio ( CGPAX ) mutual fund market and mutual fund ratings from the. United States involves risks, charges and expenses not include cash and cash equivalents ratio compares a stock by! 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