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American Funds Growth Fund of Amer 529A Fund (CGFAX)

Fund performance review and position details on American Funds Growth Fund of Amer 529A Fund (CGFAX)

    Last Trade: $ on , Change: (0%)

American Funds Growth Fund of Amer 529A Fund (CGFAX) HighlightAmerican Funds Growth Fund of Amer 529A Fund (CGFAX) Fund Summary

American Funds Growth Fund of Amer 529A Fund (CGFAX) statistics as of May 30, 2016

Category: Large Growth
Fund Family: American Funds
Net Asset: $142.71B
Yield: 0.53%
Year-to-Date Return: 1.12%
Morningstar rating: 3

 

American Funds Growth Fund of Amer 529A Fund (CGFAX) CostAmerican Funds Growth Fund of Amer 529A Fund (CGFAX) Cost

American Funds Growth Fund of Amer 529A Fund (CGFAX) various investment related cost

Initial Investment: 250
Total Expense Ratio (Large Growth average): 0.73% (1.17%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 29.00%

 

American Funds Growth Fund of Amer 529A Fund (CGFAX) PerformanceAmerican Funds Growth Fund of Amer 529A Fund (CGFAX) Performance

Most current American Funds Growth Fund of Amer 529A Fund (CGFAX) Performance

1-month Performance (Large Growth category median performance): 2.10% (2.15%)
3-month Performance (Large Growth category median performance): 10.52% (8.20%)
1 Year Performance (Large Growth category median performance): -0.04% (-1.74%)
3 Year Performance (Large Growth category median performance): 11.04% (10.74%)
5 Year Performance (Large Growth category median performance): 10.86% (10.14%)
Number of Years of positive return: 11 years
Number of Years of negative return: 2 years
3 year Alpha (Large Growth category average): 0.07 (-0.82)
3 year Beta (Large Growth category average): 1 (1.04)
3 year Sharpe Ratio: 0.93
3 year Treynor: 10.97

American Funds Growth Fund of Amer 529A Fund (CGFAX) topholdingTop Stock Holdings in American Funds Growth Fund of Amer 529A Fund (CGFAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Amazon.com, Inc.5.98%0.00%
Broadcom Limited2.71%0.00%
Home Depot, Inc. (The) Common S2.4%0.00%
UnitedHealth Group Incorporated2.12%0.00%
Microsoft Corporation1.83%0.00%
Amgen Inc.1.74%0.00%
Philip Morris International Inc1.71%0.00%
Netflix, Inc.1.69%0.00%
Alphabet Inc.1.61%0.00%
Oracle Corporation Common Stock1.58%0.00%
*Note: The price change will reset to 0 after the midnight

 

American Funds Growth Fund of Amer 529A Fund (CGFAX) Portfolio AllocationAmerican Funds Growth Fund of Amer 529A Fund (CGFAX) Fund Portfolio Allocation

American Funds Growth Fund of Amer 529A Fund (CGFAX) Fund Portfolio Allocation data as of 03/2016

Stock89.9%
Bond1.33%
Cash8.1%
Other0.53%

 

American Funds Growth Fund of Amer 529A Fund (CGFAX) CompareCompare with other Large Growth category mutual funds

Below are some additional Large Growth mutual funds generated out of our database

Fund1 Year3 year5 year
American Funds Growth Fund of Amer 529A-0.0411.0410.86
AB Core Opportunities Advisor (ADGYX)3.3612.0412.15 Compare
Eaton Vance Growth R (ELCRX)0.1013.0010.73 Compare
Voya Russell Large Cap Growth Idx Port A (IRLAX)2.9712.4812.12 Compare

See top fund managers for Large Growth Category Funds

 

American Funds Growth Fund of Amer 529A Fund (CGFAX) PerformanceOther Financial Data Web Sites on American Funds Growth Fund of Amer 529A Fund (CGFAX)

Addition research sites for American Funds Growth Fund of Amer 529A Fund (CGFAX)

 

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