Nasdaq - Delayed Quote USD

American Funds Growth Fund of Amer 529E (CGFEX)

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

Performance Overview

Morningstar Return Rating --
YTD Return 9.36%
5y Average Return 12.81%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 37.47%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 37.47%
Worst 3Y Total Return 4.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGFEX
Category
YTD
12.45%
12.38%
1-Month
3.07%
5.09%
3-Month
12.45%
10.28%
1-Year
38.48%
41.70%
3-Year
7.30%
22.56%
5-Year
14.33%
21.98%
10-Year
12.74%
15.99%
Last Bull Market
37.84%
25.99%
Last Bear Market
-22.04%
-17.29%

Annual Total Return (%) History

Year
CGFEX
Category
2024
--
--
2023
36.81%
--
2022
-30.91%
--
2021
19.00%
--
2020
37.47%
35.86%
2019
27.75%
31.90%
2018
-3.18%
-2.09%
2017
25.74%
27.67%

2016
8.12%
3.23%
2015
5.03%
3.60%
2014
8.92%
10.00%
2013
33.39%
33.92%
2012
20.15%
15.34%
2011
-5.17%
-2.46%
2010
11.90%
15.53%
2009
34.02%
35.68%
2008
-39.28%
-40.67%
2007
10.55%
13.35%
2006
10.57%
7.05%
2005
13.80%
6.71%
2004
11.48%
7.81%
2003
32.41%
28.66%
2002
--
-27.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.45% -- -- --
2023 11.10% 10.57% -2.49% 14.22%
2022 -10.76% -22.04% -2.77% 2.13%
2021 2.40% 8.23% 0.89% 6.43%
2020 -15.16% 25.94% 10.95% 15.96%
2019 13.70% 3.39% -2.22% 11.14%
2018 2.86% 5.83% 4.86% -15.18%
2017 8.02% 3.84% 4.95% 6.82%
2016 -2.64% 2.81% 6.40% 1.51%
2015 3.31% 1.29% -6.78% 7.67%

2014 0.85% 4.86% 0.36% 2.62%
2013 8.46% 3.07% 9.13% 9.33%
2012 14.48% -4.25% 7.26% 2.18%
2011 5.22% -0.76% -16.27% 8.46%
2010 4.11% -11.77% 10.60% 10.15%
2009 -4.09% 16.67% 13.27% 5.75%
2008 -7.96% 1.16% -15.10% -23.19%
2007 1.29% 7.61% 4.34% -2.79%
2006 4.28% -1.66% 1.37% 6.37%
2005 -1.91% 3.49% 6.85% 4.92%
2004 3.36% 0.95% -2.44% 9.51%
2003 -2.55% 17.10% 3.52% 12.09%
2002 -14.56% -13.74% 6.88% --

Rank in Category (By Total Return)

YTD 47
1-Month 15
3-Month 47
1-Year 47
3-Year 67
5-Year 64

Load Adjusted Returns

1-Year 38.48%
3-Year 7.30%
5-Year 14.33%
10-Year 12.74%

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

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

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.

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