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American Funds Growth Fund of Amer 529E (CGFEX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Growth Fund of Amer 529E (CGFEX) Fund

    Last Trade: $44.82 on 7/28/2014, Change: -0.05 (-0.11%)

 

Graph of American Funds Growth Fund of Amer 529E Fund (CGFEX) ManagerFund Manager - James Rothenberg

Fund Manager Information

Fund Manager Tenure: 25.8 years
Similar Funds: CGFAX  CGFBX  CGFCX  CGFFX 
Fund Family: American Funds
Fund Category: Large Growth
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of American Funds Growth Fund of Amer 529E Fund (CGFEX) ProfileAmerican Funds Growth Fund of Amer 529E Fund (CGFEX) Profile

Fund Profile and Description

American Funds Growth Fund of Amer 529E Fund seeks capital growth by investing in common stocks. American Funds Growth Fund of Amer 529E 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 a portion of its assets in securities of issuers domiciled outside the U.S. American Funds Growth Fund of Amer 529E Fund may also hold cash or money market instruments.

 

American Funds Growth Fund of Amer 529E (CGFEX) Fund Strength What we like about American Funds Growth Fund of Amer 529E (CGFEX) Fund

Data for American Funds Growth Fund of Amer 529E Fund (CGFEX) as of Jun 29, 2014

  • American Funds Growth Fund of Amer 529E Fund (CGFEX) management has been with American Funds Growth Fund of Amer 529E Fund for 25.8 years
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has good short-term performance (1-year return 26.18% vs 26.12% Large Growth category median performance)
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has good mid-term performance (3-year return 15.46% vs 14.57% Large Growth category median performance)
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) ratio of up-years vs down years is greater than 2
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has a Morningstar rating of 4 and above
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has an annual stock turnover rate of 27.00% vs Large Growth average of 60.10%. It is good that American Funds Growth Fund of Amer 529E management does not trade extensively for its return.
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.46, lower than category average of 14.37
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has a lower expense ratio than its Large Growth average: 1.02% vs 1.21%

American Funds Growth Fund of Amer 529E Fund (CGFEX) Weakness What we are cautious about American Funds Growth Fund of Amer 529E (CGFEX) Fund

Data for American Funds Growth Fund of Amer 529E Fund (CGFEX) as of Jun 29, 2014

  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has a less-than-ideal Long-term performance (5-year return 16.59% vs 17.66% Large Growth category median performance)
  • Even though American Funds Growth Fund of Amer 529E Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Funds Growth Fund of Amer 529E Fund (CGFEX) performance details as of Jun 29, 2014

 

What do you think?

 

Compare American Funds Growth Fund of Amer 529E Fund (CGFEX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Growth Fund of Amer 529E5.7526.1815.4616.59
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)5.1627.3716.480Compare
Hodges Blue Chip 25 Retl (HDPBX)5.4727.0816.880Compare
INTECH U.S. Core D (JIRMX)6.7726.0216.8019.64Compare

See top fund managers for Large Growth Category Funds

 

Compare American Funds Growth Fund of Amer 529E Fund (CGFEX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Rydex S&P 500 Pure Growth (RPG)10.45%34.48%18.41%
First Trust US IPO Index (FPX)6.47%34.45%24.41%
RP Focused Large Cap Growth ETF (RWG)2.13%31.26%13.67%
iShares Morningstar Large Growth Index (JKE)7.44%31.17%17.39%
RP Growth ETF (RPX)8.23%29.24%16.39%

 

Graph of American Funds Growth Fund of Amer 529E Fund (CGFEX) Net Asset TrackingAmerican Funds Growth Fund of Amer 529E (CGFEX) Fund Net Asset

Track net asset change of American Funds Growth Fund of Amer 529E fund (CGFEX)

DateNet Asset
06/2014$140.24B
03/2014$141.85B
02/2014$135.17B
More historic net asset information on American Funds Growth Fund of Amer 529E Fund (CGFEX)

  

Graph of American Funds Growth Fund of Amer 529E Fund (CGFEX) Portfolio TrackingAmerican Funds Growth Fund of Amer 529E (CGFEX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Growth Fund of Amer 529E fund (CGFEX)

DateCashStockBondOther
03/20147.22%88.81%0.17%3.8%
12/20137.23%90.69%0.14%1.94%
09/20139.17%89.93%0.18%0.72%
Click here to see more historic asset allocation information on American Funds Growth Fund of Amer 529E Fund (CGFEX)

 

graph of American Funds Growth Fund of Amer 529E Fund (CGFEX) Top 10 Position TrackingTop 10 Holdings in American Funds Growth Fund of Amer 529E (CGFEX) Fund

Discover what American Funds Growth Fund of Amer 529E Fund (CGFEX) manager is buying

Mar 30, 2014
Google Inc. [4.15%]
Amazon.com, Inc. [4.07%]
Gilead Sciences, Inc. [3.01%]
Home Depot, Inc. (The) Common S [2.06%]
EOG Resources, Inc. Common Stoc [2.06%]
Comcast Corporation [1.55%]
UnitedHealth Group Incorporated [1.51%]
Oracle Corporation Common Stock [1.41%]
Philip Morris International Inc [1.29%]
Nike, Inc. Common Stock [1.27%]

Dec 30, 2013
Amazon.com, Inc. [4.67%]
Google Inc. [4.2%]
Gilead Sciences, Inc. [3.69%]
Home Depot, Inc. (The) Common S [2.3%]
EOG Resources, Inc. Common Stoc [1.76%]
UnitedHealth Group Incorporated [1.56%]
Comcast Corporation [1.51%]
Philip Morris International Inc [1.48%]
Nike, Inc. Common Stock [1.41%]
Oracle Corporation Common Stock [1.3%]

Sep 29, 2013
Gilead Sciences, Inc. [4.13%]
Amazon.com, Inc. [4%]
Google Inc. [3.36%]
Home Depot, Inc. (The) Common S [2.36%]
EOG Resources, Inc. Common Stoc [2.05%]
UnitedHealth Group Incorporated [1.61%]
Philip Morris International Inc [1.53%]
SOFTBANK CORP ORD [1.5%]
Nike, Inc. Common Stock [1.46%]
Comcast Corporation [1.42%]
Click here for Stock Holding Change Map in American Funds Growth Fund of Amer 529E Fund (CGFEX)

  

Latest News on American Funds Growth Fund of Amer 529E (CGFEX) Fund

See what is happening with American Funds Growth Fund of Amer 529E Fund (CGFEX)

 

American Funds Growth Fund of Amer 529E Fund (CGFEX) Related ResourcesSee more information on American Funds Growth Fund of Amer 529E (CGFEX) Fund

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