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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: $43.78 on 2/27/2015, Change: -0.18 (-0.41%)

 

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

Fund Manager Information

Fund Manager Tenure: 26.3 years
Similar Funds: CGFAX  CGFBX  CGFCX  CGFFX 
Fund Family: American Funds
Fund Category: Large Growth
Fund Performance: Jan 30, 2015
Fundmojo Fund Grade: A (Score: 0.7)     (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 Jan 30, 2015

  • American Funds Growth Fund of Amer 529E Fund (CGFEX) management has been with American Funds Growth Fund of Amer 529E Fund for 26.3 years
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has good mid-term performance (3-year return 17.18% vs 16.62% 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 an annual stock turnover rate of 26.00% vs Large Growth average of 57.83%. 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 9.54, lower than category average of 10.72
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has a lower expense ratio than its Large Growth average: 0.99% vs 1.20%

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 Jan 30, 2015

  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has a less-than-ideal short-term performance (1-year return 9.87% vs 11.24% Large Growth category median performance)
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has a less-than-ideal Long-term performance (5-year return 13.87% vs 14.88% Large Growth category median performance)
  • American Funds Growth Fund of Amer 529E Fund (CGFEX) has a Morningstar rating of 3 and below
  • 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
  • Asset base in American Funds Growth Fund of Amer 529E Fund (CGFEX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Funds Growth Fund of Amer 529E Fund (CGFEX) performance details as of Jan 30, 2015

 

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 529E-1.219.8717.1813.87
AllianceBern Core Opportunities Advisor (ADGYX)-1.4114.8718.0616.71Compare
Fidelity Series All-Sector Equity F (FSFFX)-2.4112.8817.8315.43Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)-2.1515.6118.1116.83Compare

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
Vanguard Interm-Tm Corp Bd Idx ETF (VCIT)3.02%8.70%5.42%
Vanguard Interm-Tm Govt Bd Idx ETF (VGIT)2.49%5.37%1.94%
RBS NASDAQ 100 Trendpilot ETN (TNDQ)-2.86%5.10%11.63%
Vanguard Russell 2000 Growth Index ETF (VTWG)-2.91%5.10%16.26%
Vanguard Mortgage-Backed Sec Idx ETF (VMBS)0.89%5.04%2.42%

 

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
01/2015$140.49B
12/2014$143.06B
11/2014$145.62B
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
12/20147.88%89.64%0.23%2.17%
09/20146.15%87.85%0.15%5.85%
06/20148.07%88.45%0.05%3.43%
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

Dec 30, 2014
Amazon.com, Inc. [3.91%]
Gilead Sciences, Inc. [2.36%]
Home Depot, Inc. (The) Common S [1.93%]
Google Inc. [1.8%]
UnitedHealth Group Incorporated [1.79%]
Google Inc. [1.63%]
Amgen Inc. [1.62%]
Comcast Corporation [1.61%]
EOG Resources, Inc. Common Stoc [1.4%]
Microsoft Corporation [1.34%]

Sep 29, 2014

Jun 29, 2014
Amazon.com, Inc. [4.19%]
Gilead Sciences, Inc. [3.63%]
Google Inc. [2.03%]
EOG Resources, Inc. Common Stoc [1.98%]
Google Inc. [1.91%]
Home Depot, Inc. (The) Common S [1.75%]
Comcast Corporation [1.59%]
UnitedHealth Group Incorporated [1.44%]
Oracle Corporation Common Stock [1.32%]
Apple Inc. [1.26%]
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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