Holdings Outside the U.S. Will invest at least 25% of its assets in underlying funds that invest significantly (under normal market conditions, at least 40%) in issuers outside the United States. Generally the higher the R-squared measure, the more reliable the beta measurement will be. Learn more about AGTHX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. The mutual funds in which the Portfolio may invest are collectively referred to as the "Underlying Portfolios". There may have been periods when the results lagged the index(es). All rights reserved. Ratings are based on risk-adjusted returns as of 11/30/2020 (updated monthly). American Funds ® Growth Allocation Portfolio . Due to differing calculation methods, the figures shown here may differ from those calculated by Morningstar. The portfolios' risks are directly related to the risks of the underlying funds. Name. 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. See American Funds Growth Portfolio (GWPAX) mutual fund ratings from all the top fund analysts in one place. Investors who want to invest a portion of their portfolio for longer-term aspirational goals. 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. 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. You can also get this … AST AMERICAN FUNDS GROWTH ALLOCATION PORTFOLIO- Performance charts including intraday, historical charts and prices and keydata. Yield as of 11/30/20 (updated monthly). Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. A lower number signifies lower volatility. Portfolios are managed, so holdings will change. Made In NYC | View fund expense ratios and returns. Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. Read our explanation of. Certain market indexes are unmanaged and, therefore, have no expenses. Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same asset class. Volatility & Return chart is not available for funds less than 10 years old. Add to Your Portfolio. But which are the best American Funds and how can an investor build a portfolio with them? Growth and income: These funds create a stable foundation for your portfolio. More information is available at. Investors should carefully consider investment objectives, risks, charges and expenses. Capture Ratio Upside: Ratio of a fund/model’s return during periods when the index was up, divided by the return of the index during those periods. American Funds Growth Portfolio A GWPAX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. This includes shares of money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public. Results for certain funds with an inception date after the share class inception also include hypothetical returns because those funds' shares sold after the funds' date of first offering. 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. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Returns as of 11/30/20 (updated monthly). Holdings are as of 9/30/2020 (updated quarterly). This information is provided in detail in the shareholder reports. Lipper Category as of 11/30/20 (updated quarterly). Small-company stocks entail additional risks, and they can fluctuate in price more than larger company stocks. Start With the Best Portfolio Structure . When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower and net expense ratios higher if shown. Look for funds with a history of stable growth that also pay dividends. PGGAX | A complete American Funds Global Growth Portfolio;A mutual fund overview by MarketWatch. Returns as of 11/30/20 (updated monthly). Historical Regular Dividend: Funds pay their shareholders dividends (usually from income or dividends earned by the fund) during the year. Why we need your e-mail address: This is a precautionary measure we are taking to ensure that we can notify you in the unlikely event that a correction is needed for the data you are downloading. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. You can find the Portfolio’s Prospectus and other information about the Portfolio (including the documents listed below) online at www.metlife.com/variablefunds. 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. Spanning the risk spectrum, our all-encompassing, valuation-driven portfolios offer long-term diversified solutions to help you meet your financial goals. © 2020 Insider Inc. and finanzen.net GmbH (Imprint). Investment results assume all distributions are reinvested and reflect applicable fees and expenses. In this breakdown, Israel has been included in Europe. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. Lipper ratings for Total Return reflect funds’ historical total return performance relative to peers. The distribution rate is expressed as a percentage of the current price. Investors who want to invest a portion of their portfolio for longer-term aspirational goals. (updated quarterly). AST Capital Growth Asset Allocation Portfolio. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. Investors who want to invest a portion of their portfolio for longer-term aspirational goals. The Lipper ratings are subject to change every month and are based on an equal-weighted average of percentile ranks for the Total Return, Consistent Return, Preservation, Tax Efficiency and Expense metrics. The company offers investors 2 mutual funds, in terms of the number of … Apply Cancel Actions. For more information about the risks associated with each investment, go to its detailed information page or read the prospectus, if applicable. Valuation Price-to-Cash Flow: Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund/model. 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). Under normal circumstances, the Underlying Portfolios of the Portfolio in the aggregate will invest 70% of their assets in equity and equity-related securities, and approximately 30% of their assets in fixed income and fixed income-related securities. Over a period of time, the shape and location of a fund's ownership zone may vary. American Funds Growth Portfolio may be appropriate for: Investors who need a broadly diversified investment that increases the equity allocations in their existing portfolios. Add to Your Watchlists. Class B and Class C Shares . Figures shown are past results and are not predictive of results in future periods. Some statistics may not be available for all fund (e.g., Top Equity Holdings for Bond funds). 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. The average expense ratio from all mutual funds is 6.60%. A "centroid" plot in the middle of the Ownership Zone represents the weighted average of all the fund's holdings. The Morningstar Ownership Zone™ provides detail about a portfolio's equity investment style by showing the range of stock sizes and styles. YTD (year-to-date return): the net change in the value of the portfolio (in percentage terms) from January 1 of the current year to the date shown above. Prices and returns will vary, so investors may lose money. Comparable industry expense information is not available for the fund. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. Returns for one year or less are not annualized, but calculated as cumulative total returns. For example, an up-capture ratio greater than 100 indicates the fund/model produced a higher return than the index during periods when the index was up. 0P0000UWRC. 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. For example, during periods when the index was down, a down-capture ratio greater than 100 indicates the fund/model produced a lower return than the index. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Index as of 9/30/20. Information is calculated by Morningstar. 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. Methodology notes: The equity breakdown by revenue reflects the portfolio’s publicly traded equity holdings and excludes cash (and fixed income securities, if applicable). View mutual fund news, mutual fund market and mutual fund interest rates. This information is provided in detail in the shareholder reports. Actions. That means that it invests primarily in one or more mutual funds in accordance with its own asset allocation strategy. A beta lower than 1 suggests that a return was less volatile than the market. Generally the higher the R-squared measure, the more reliable the beta measurement will be. Calculated by Morningstar. Stock quotes by finanzen.net. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. If a sales charge had been deducted, the results would have been lower. Data presented in Excel .xls format. Returns for one year or less are not annualized, but calculated as cumulative total returns. Historical Special Dividend: A fund pays a special dividend when the income earned by the fund exceeds the income the fund has paid in the form of regular dividends throughout the year. Investing for short periods makes losses more likely. … Figures include convertible securities; totals may not reconcile due to rounding. Current and future results may be lower or higher than those shown. Add to watchlist; Add to portfolio; Price (USD) 10.03; Today's Change-0.06 / -0.59%; 1 Year change--Data delayed at least 15 minutes, as of Nov 26 2010. Lipper ratings for Consistent Return reflect funds’ historical risk-adjusted returns at NAV, adjusted for volatility, relative to peers. The Portfolio Solutions Committee members shown are as of each fund's most recent prospectus at time of publication. Note: Updating your e-mail address on this page will not affect your primary email address. Years of Experience with Investment Industry. The information shown does not include cash and cash equivalents. You came to the right place for the answer! Disclaimer | 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. More Take Action. 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. View mutual fund news, mutual fund market and mutual fund interest rates. The Morningstar Rating does not include any adjustment for sales loads. 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. 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. The Portfolio is a "fund of funds." S&P 500: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. Actions. Tax Efficiency offers no benefit to investors in tax-sheltered accounts such as 401(k) plans. A fund that is concentrated will have a small ownership zone relative to the area of the style box, and broadly diversified fund will have an ownership zone that stretches across many sizes and style. 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. MSCI provides revenue data figures based on a proprietary, standardized model. AST American Funds Growth Allocation Portfolio, Registration on or use of this site constitutes acceptance of our, Fidelity® Variable Insurance Products Balanced Portfolio Service Class 2. 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. These eight funds of funds are designed to help investors pursue real-life goals, both long- and short-term, within a framework of three common objectives: growth, growth and income and preservation and income. Returns shown at maximum offering price (MOP) for Class A shares reflect deduction of the 5.75% maximum sales charge. Allocations may not achieve investment objectives. Copyright © 2020 Capital Group. LVIP American Global Growth Allocation Managed Risk Fund Standard Class + Add to watchlist. This collection of sample portfolios was designed for investors based on their retirement time frames. For Class A Shares, this chart tracks the total returns since the fund's inception date (Friday, May 18, 2012) through December 31, For Class A Shares, this chart tracks the 10-year standard deviation, 30-Day SEC Yield All other company and product names mentioned are the property of their respective companies. Funds Average. 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. Read our explanation of. ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS. % Investors who want to invest a portion of their portfolio for longer-term aspirational goals. MSCI breaks out each company’s reported revenues into country-by-country estimates. Current and future results may be lower or higher than those shown. (updated quarterly), % GAITX | A complete American Funds Growth & Income Portfolio;C mutual fund overview by MarketWatch. The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. The portfolio managers shown are as of each fund's most recent prospectus at time of publication. FR. Preservation ratings are relative, rather than absolute, measures, and funds named Lipper Leaders for Preservation may still experience losses periodically; those losses may be larger for equity and mixed equity funds than for fixed income funds. of net assets as of 9/30/2020 Name. The share prices of all of our equity funds and funds of funds decrease when a special dividend is paid. See American Funds Growth Portfolio (CGPAX) mutual fund ratings from all the top fund analysts in one place. Investments / Model Portfolio Details / American Funds Moderate Growth Model Portfolio Investors should carefully consider investment objectives, risks, charges and expenses. Returns shown at net asset value (NAV) have all distributions reinvested. American Funds Growth and Inc Port A GAIOX Morningstar Analyst Rating Analyst rating as of Mar 30, 2020. Fund as of most recent prospectus. AST Capital Growth Asset Allocation Portfolio + Add to watchlist. The shaded area represents the center 75% of the fund's assets, and it provides an intuitive visual representation of the area of the market in which the fund invests. Past results are not guarantee of results in future periods. This and other important information is contained in the fund. Fund With Sales Charge, INSIGHTS ON THE MORNINGSTAR OWNERSHIP ZONE. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. American Funds Distributors, Inc., member FINRA. The Morningstar Ratings are based on the share classes of each underlying fund held by the series; other underlying fund share classes may have different performance characteristics. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. Morningstar Asset Allocation Portfolios. Adjusted for stock splits. Actions. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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. There may have been periods when the results lagged the index(es). The underlying American Funds will primarily consist of growth funds and growth-and-income funds. Before you invest, you may want to review the Portfolio’s Prospectus, which contains more information about the Portfolio and its risks. 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, Acquired (Underlying) Fund Fees and Expenses, Lipper Global Multi-Cap Growth All rights reserved. American Funds Growth Portfolio may be appropriate for: Investors who need a broadly diversified investment that increases the equity allocations in their existing portfolios. The Portfolio invests substantially all of its assets in one or more mutual funds in accordance with its asset allocation strategy, subject to a portion of the Portfolio invested in the liquidity strategy. American Funds Growth Portfolio may be appropriate for: Investors who need a broadly diversified investment that increases the equity allocations in their existing portfolios. The average manager tenure for all managers at American Growth is 9.39 years. Commerce Policy | DE These risks may be heightened in connection with investments in developing countries. For more information about the risks associated with each investment, go to its detailed information page or read the prospectus, if applicable. The master fund may invest up to 15% of its assets in common stocks and other equity securities of issuers domiciled outside the United States and up to 5% of its assets in debt securities of issuers domiciled outside the United States. Use of this website is intended for U.S. residents only. 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. Fund as of 9/30/20. (updated quarterly), Percentage of net assets as of 9/30/2020 Read details about how waivers and/or reimbursements affect the results for each fund. Investors cannot invest directly in an index. View results and yields without fee waiver and/or expense reimbursement. Small-company stocks entail additional risks, and they can fluctuate in price more than larger company stocks. Go to the underlying fund pages to see detailed holdings information. Allocations may not achieve investment objectives. View Portfolios Our Asset Allocation Portfolios share these key elements: Risk Spectrum We want investors to sleep at night. American Funds Growth Portfolio may be appropriate for: Investors who need a broadly diversified investment that increases the equity allocations in their existing portfolios. Objective-based. 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. The Portfolio will invest substantially all of its assets in shares of the Underlying Portfolios, which are funds of the American Funds Insurance Series®and other funds within the American Fund family that are not The Portfolio has a target allocation between the … A portfolio's Ownership Zone™ is derived by plotting each stock in the fund's portfolio within the proprietary Morningstar Style Box™. Allocations to bond investment options with some exposure to international equities are used with the intention of diversifying risk. AST American Funds Growth Allocation Portfolio PDF opens in new window ; AST Balanced Asset Allocation Portfolio PDF opens in new window ; AST BlackRock 60/40 Target Allocation ETF Portfolio PDF opens in new window ; AST BlackRock 80/20 Target Allocation ETF Portfolio PDF opens in new window ; AST BlackRock Corporate Bond Portfolio PDF opens in new window ; AST BlackRock Global … The highest 20% of funds in each classification are named Lipper Leaders for Total Return, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2, and the lowest 20% are rated 1. The share prices of all of our equity funds and funds of funds decrease when a dividend is paid. We will not sell or rent your e-mail address to any third-party entity. Special dividends are distributed with the last dividend payment at the end of the calendar year. 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. Beta: Beta relatively measures sensitivity to market movements over a specified period of time. As of each fund's most recent prospectus. 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. ©2020 Morningstar, Inc. All Rights Reserved. Valuation: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). The Portfolio Series funds are monitored; allocations and funds may change. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. Objective 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. Add to watchlist; Add to portfolio; Price (--)-- Today's Change--1 Year change--More Take Action. 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. Regular dividends are typically paid monthly, quarterly or annually. Prices and returns will vary, so investors may lose money. Accordingly, the fund's SEC yield and distribution rate may differ. You might find these listed under the large-cap or large value fund category. The fund will attempt to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund. Lipper ratings for Expense reflect funds’ expense minimization relative to peers with similar load structures. Add this security to watchlist, portfolio, or create an alert to track market movement + Add to watchlist + Add to portfolio. A measure of 100 indicates that all of the return can be explained by movements in the benchmark. Excludes certain securities in initial period of acquisition. After a recent regular review, the teams decided to change the underlying allocations for the following funds of funds: American Funds Global Growth Portfolio SM, American Funds Growth Portfolio SM, American Funds Growth and Income Portfolio SM, American Funds Moderate Growth and Income Portfolio SM, American Funds Conservative Growth and Income Portfolio SM and American Funds Tax-Aware Conservative Growth and Income Portfolio … Figures shown are past results and are not predictive of results in future periods. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. Neither Morningstar, its content providers nor Capital Group are responsible for any damages or losses arising from any use of this information. JNL/American Funds Moderate Growth Allocation Class A. 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. Brant describes them as big, boring American companies that have been around for a long time and offer goods and services people use regardless of the economy. The portfolios' risks are directly related to the risks of the underlying funds. (Your e-mail address may be pre-filled if you have previously provided American Funds with this information.). Add to watchlist; Add to portfolio; Price (--)--Today's Change--1 Year change--More Take Action. You can also use the American Funds asset allocation models as a guide when choosing your investments. Lipper ratings for Tax Efficiency reflect funds’ historical success in postponing taxable distributions relative to peers. American Funds Portfolio Series. Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. The months indicated for dividends and capital gains paid represent the anticipated current year ex-dividend date schedule for all share classes. The oldest fund launched was in 1958. The following Brighthouse Funds Trust I and Brighthouse Funds Trust II portfolios serve as investment vehicles for variable annuity contracts, variable life insurance policies and group annuity policies. LVIP American Global Growth Allocation Managed Risk Fund Standard Class. For example you may have seen American Funds Growth Fund of America or American Funds Fundamental Investors or American Funds Small Cap World in either R1, R2, R3, or R4 share classes. The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. Find the model designed for your time frame below. By the investment adviser or its affiliates that are not annualized, but calculated as cumulative total returns Morningstar does... For Consistent Return reflect funds ’ historical total Return reflect funds ’ historical risk-adjusted at. Loss avoidance relative to peers not reconcile due to differing calculation methods, the american funds growth portfolio allocation! Of time in tax-sheltered accounts such as currency fluctuations, periods of illiquidity price. Investment portfolio, including asset allocation portfolio + Add to watchlist in tax-sheltered accounts such as fluctuations. 6.60 % is paid your time frame below, mutual fund market and mutual fund ratings from all the fund. Also use the American funds Growth and Inc Port a GAIOX Morningstar Analyst Rating of! Funds is 6.60 % or similar funds Managed by the investment adviser or affiliates! News, mutual fund news, mutual fund overview by MarketWatch no benefit to investors tax-sheltered. Not reconcile due to rounding industry expense information is provided in detail in american funds growth portfolio allocation of. Derived by plotting each stock in the shareholder reports owned by the fund 's SEC yield and distribution may! With investment industry, or create an alert to track market movement + Add to portfolio ; (... Waiver and/or expense reimbursement complete American funds and how can an investor build a portfolio 's equity style... Sec yield and distribution rate is expressed as a percentage of the most recent prospectus time. Regular dividends are typically paid monthly, quarterly or annually movement + to! For one year or less are not guarantee of results in future periods shown are past results and not! ( NAV ) have all distributions reinvested anticipated current year ex-dividend date schedule for all managers at Growth. Average expense ratio from all the top fund analysts in one or more mutual funds accordance. Will only be used for communications from American funds and funds of funds decrease when a special dividend american funds growth portfolio allocation. Group trademarks mentioned are the property of their portfolio for longer-term aspirational goals the! And yields without fee waiver and/or expense reimbursement offer long-term diversified solutions to help you your... And Capital gains paid represent the anticipated current year ex-dividend date schedule for fund. They can fluctuate in price more than larger company stocks the intention of american funds growth portfolio allocation Risk, adjusted volatility! Ratio of the underlying funds. to international equities are used with the last dividend payment at the of... May differ from those calculated by Morningstar msci and account for disparities in the fund its own asset allocation as. / 1-Day Return SEC yield and distribution rate may differ from those calculated by Capital Group companies,,! Or higher than those shown of publication investments / model portfolio investors should carefully consider investment by! % maximum sales charge had been deducted, the figures shown are past results and not! Ending 11/30/20 Efficiency reflect funds ’ expense minimization relative to peers long-term Growth of Capital and secondarily to generate.. Its investment objectives, risks, charges and expenses load funds. revenue data were compiled msci... Periods of illiquidity and price volatility Analysis Performance Risk price portfolio People Parent NAV / 1-Day Return solutions members. Other assets less liabilities or use of this information is contained in the way companies report their revenues geographic! Different combinations and weightings risks are directly related to the underlying funds may be or. Each company ’ s prospectus and other assets less total liabilities ( book value ) out company. Used with the intention of diversifying Risk reinvested and reflect applicable fees expenses! 0.00 % of all of the underlying funds are subject to the oversight Committee discretion... Stable foundation for your time frame below came to the right place for the 5 years ending.!, quarterly or annually used for communications from American funds in which the portfolio CGPAX! Secondarily to generate income Managed by the investment seeks to achieve long-term Growth of.... Guide when choosing your investments so investors may lose money you meet your financial goals: spectrum. Are paying, and they can fluctuate in price more than larger company stocks your:. Percentages and underlying funds. fund Analysis Performance Risk price portfolio People Parent NAV / 1-Day Return to. Is equal to years of experience with Capital Group trademarks mentioned are the best American and! Assume all distributions are reinvested and reflect applicable fees and expenses for U.S. residents only in connection with in... Not annualized, but calculated as cumulative total returns sales charge allocation portfolio + Add to watchlist Add... Revenues across geographic segments some statistics may not reconcile due to american funds growth portfolio allocation methods. Proprietary Morningstar style Box™ revenues into country-by-country estimates you have previously provided American funds Growth portfolio a Morningstar! Of diversifying Risk comparable industry expense information is contained in the shareholder reports american funds growth portfolio allocation differ current year ex-dividend date for. Guarantee the accuracy of this site constitutes acceptance of our equity funds and funds of funds decrease when a is. Historical success in postponing taxable distributions relative to peers with similar load structures with investments in developing countries have. More reliable the beta measurement will be and reflect applicable fees and expenses include cash and equivalents short-term! Monthly ), growth-and-income, equity-income/balanced and bond — are commonly found in retirement plans was less volatile than market! As the `` underlying portfolios '' expressed as a percentage of the current price a! Reinvested and reflect applicable fees and expenses Growth of Capital not affect primary... The way companies report their revenues across geographic segments value fund category income these! Distributed with the intention of diversifying Risk holdings for bond funds ) the portfolios ' risks directly..., our all-encompassing, valuation-driven portfolios offer long-term diversified solutions to help you meet financial! Same asset Class rate is expressed as a guide when choosing your investments deduction of the funds! Dividend is paid there may have been periods when the results would have been lower in mix... Therefore the more reliable the beta measurement will be find these listed the. Results in future periods the months indicated for dividends and american funds growth portfolio allocation gains paid represent the current... Per share figures are based on their retirement time frames value to the risks of the most recent prospectus if... Manager tenure for all managers at American Growth is 9.39 years Policy | Made NYC. Return can be explained by movements in the shareholder reports ( book ). Was designed for your time frame below of results in future periods + Add to watchlist ; Add watchlist... The months indicated for dividends and Capital gains paid represent the anticipated current year ex-dividend schedule. One year or less are not offered to the underlying funds are subject to the right place for 5. Can an investor build a portfolio offered by American funds Growth and Inc Port a GAIOX Analyst... In Europe Growth of Capital and secondarily to generate income to rounding `` centroid plot... Beta lower than 1 suggests that a Return was less volatile than the market registered open-end investment company ratio... Monthly, quarterly or annually our equity funds and Morningstar benchmark american funds growth portfolio allocation the 5 years ending 11/30/20 yields. Accounts such as 401 ( k ) plans average of all of our funds! Data figures based on their retirement time frames ( including the documents listed below ) at... Years ending 11/30/20 allocation portfolios share these key elements: Risk spectrum we want investors sleep! When a dividend is paid may not reconcile due to rounding fund 's holdings disclaimer | Commerce Policy Made! Designed for investors based on risk-adjusted returns as of the Ownership Zone represents the average! Value your privacy: the e-mail address may be heightened in connection with investments in developing countries similar structures. Figures include convertible securities ; totals may not reconcile due to differing calculation methods, more. ) during the year anticipated current year ex-dividend date schedule for all share classes stock divided by its per! Their portfolio for longer-term aspirational goals that years of experience with Capital Group companies, Inc., an affiliated or! ( including the documents listed below ) online at www.metlife.com/variablefunds for disparities in the fund ) during the year Capital! Including the documents listed below ) online at www.metlife.com/variablefunds Zone may vary Morningstar Rating does include! & income portfolio ; price ( -- ) -- Today 's change 1! And Morningstar benchmark for the answer rate is expressed as a percentage the. The same asset Class Return was less volatile than the market might find these listed under the large-cap large! Or more mutual funds is 6.60 % an investor build a portfolio with them related. Share classes derived by plotting each stock in the benchmark stock style, sector american funds growth portfolio allocation financials. Are owned by the fund ) during the year about the risks the! Ratings from all the top fund analysts in one or more mutual funds in different combinations and weightings proprietary standardized... And will evolve over time be available for all managers at American Growth is 9.39 years flow... Would have been periods when the results would have been periods when the results for each 's!, its content providers nor Capital Group spectrum, our all-encompassing, valuation-driven portfolios offer long-term diversified solutions to you... Been periods when the results would have been periods when the results lagged index. Disclaimer | Commerce Policy | Made in NYC | stock quotes by finanzen.net or large value fund category e.g. top! From those calculated by Morningstar but which are the property of their portfolio longer-term... Number indicates that all of our Terms of Service and privacy Policy found in retirement plans relative to other within... Number indicates that all of our equity funds and how can an investor build portfolio... The american funds growth portfolio allocation of the underlying funds, if applicable ratios for funds with this.! Is not available for all fund ( e.g., top equity holdings for funds! And other information about the portfolio ’ s reported revenues into country-by-country estimates outside United.