All other company and product names mentioned are the property of their respective companies. The American Funds are managed by multiple portfolio managers who invest based on their highest convictions. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. American Funds Insurance Series – Growth Fund (Class 1 | Fund 27 | VIG) seeks to provide growth of capital. The information shown does not include cash and cash equivalents. Donald O'Neal Fund Description. 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. All rights reserved. View fund expense ratios and returns. American Funds Growth Fund of Amer A AGTHX Morningstar Analyst Rating Analyst rating as of Apr 23, 2020. (updated quarterly), % Sign up for paperless delivery of documents. Over a period of time, the shape and location of a fund's ownership zone may vary. Investors should carefully consider investment objectives, risks, charges and expenses. 10.06% RNGGX. Nov 30, 1973. Returns as of 11/30/20 (updated monthly). Prices and returns will vary, so investors may lose money. These risks may be heightened in connection with investments in developing countries. Generally the higher the R-squared measure, the more reliable the beta measurement will be. The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest and most respected investment management firms. More information is available at. 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. Invests at least 65% of its assets in common stocks. Expense ratio is 0.82%, front load is 5.75%, and minimum initial investment is $250. The Morningstar Rating does not include any adjustment for sales loads. S&P 500: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. 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. 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. Historical Regular Dividend: Funds pay their shareholders dividends (usually from income or dividends earned by the fund) during the year. 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. 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. 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. Copyright © 2020 Capital Group. American Funds. MSCI breaks out each company’s reported revenues into country-by-country estimates. American Funds AMCAP R6. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. American Funds Growth Portfolio (RGWGX | R-6): The fund's investment objective is to provide long-term growth of capital. Domiciled Country. DE United States. Past results are not guarantee of results in future periods. Investors cannot invest directly in an index. It may … Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use: IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2, Traditional vs. Roth 401(k)/403(b) Analyzer. Certain market indexes are unmanaged and, therefore, have no expenses. Years of Experience with Investment Industry. EN For more information about the risks associated with each investment, go to its detailed information page or read the prospectus, if applicable. ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS. Returns for one year or less are not annualized, but calculated as cumulative total returns. See American Funds Growth Fund of … Shareholder accounts are as of 11/30/2020, American Funds and Morningstar Benchmark for the 10 Years ending 11/30/20. Special dividends are distributed with the last dividend payment at the end of the calendar year. Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. Read our explanation of. See holdings data for American Funds Growth Fund of Amer (AGTHX). A structural change strengthens American Funds EuroPacific Growth’s already deep and talented investment team, earning its cheapest share classes … Lipper ratings for Expense reflect funds’ expense minimization relative to peers with similar load structures. AEPGX | A complete American Funds EuroPacific Growth Fund;A mutual fund overview by MarketWatch. This diverse approach has enabled the strategy to navigate a variety of market environments with a history of attractive returns. Why Choose Fund … Index as of 9/30/20. Active Share is neither a predictor of future returns nor a measure of manager skill. Inception Date. Ratings are based on risk-adjusted returns as of 11/30/2020 (updated monthly). May also invest in convertibles, preferred stocks, U.S. government securities, bonds and cash equivalents. As of each fund's most recent prospectus. 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. The Morningstar Ownership Zone™ provides detail about a portfolio's equity investment style by showing the range of stock sizes and styles. The share prices of all of our equity funds and funds of funds decrease when a dividend is paid. For Class A Shares, this chart tracks the total returns since the fund's inception date (Saturday, December 1, 1973) through December 31, For Class A Shares, this chart tracks the 10-year standard deviation, Standard Deviation as of 11/30/2020. 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. 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. There may have been periods when the results lagged the index(es). Fund information. Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. Figures shown are past results and are not predictive of results in future periods. 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. Note: Updating your e-mail address on this page will not affect your primary email address. 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. American Funds New Perspective R6. Research information including asset allocation, sector weightings and top holdings for American Funds Growth Fund of Amer. Lipper Category as of 11/30/20 (updated quarterly). Fund as of 9/30/20. investment, market cap and category. then the total return is all that matters. of net assets as of 11/30/2020 (updated quarterly). Active Share is determined by (1) differences in stock weightings between the fund and the fund's primary benchmark shown in the prospectus (2) inclusion of stocks outside of the benchmark, and (3) exclusion of stocks in the benchmark. Valuation Price-to-Earnings Ratio: Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 0.82 %, front load is 5.75 % maximum sales charge had been deducted, figures. 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