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American Funds Growth Fund of Amer 529E (CGFEX)

66.84 +0.86 (+1.30%)
At close: April 26 at 8:00 PM EDT

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
0.25
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Commonwealth Universe
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund invests primarily in common stocks and seeks to invest in companies that appear to offer superior opportunities for growth of capital. It may invest up to 25% of its assets in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

Fund Overview

Category Large Growth
Fund Family American Funds
Net Assets 275.87B
YTD Return 12.45%
Yield 0.29%
Morningstar Rating
Inception Date Aug 01, 2008

Performance & Risk

YTD Return 9.36%
5y Average Return 12.81%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

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