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American Funds Global Growth Port 529C (CPGCX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Global Growth Port 529C (CPGCX) Fund

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

 

Graph of American Funds Global Growth Port 529C Fund (CPGCX) ManagerFund Manager - Joanna F. Jonsson

Fund Manager Information

Fund Manager Tenure: 3.9 years
Fund Family: American Funds
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

 

American Funds Global Growth Port 529C (CPGCX) Fund Strength What we like about American Funds Global Growth Port 529C (CPGCX) Fund

Data for American Funds Global Growth Port 529C Fund (CPGCX) as of May 30, 2016

  • American Funds Global Growth Port 529C Fund (CPGCX) management has been with American Funds Global Growth Port 529C Fund for 3.9 years
  • Asset base in American Funds Global Growth Port 529C Fund (CPGCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds Global Growth Port 529C Fund (CPGCX) has an annual stock turnover rate of 2.00% vs World Stock average of 47.65%. It is good that American Funds Global Growth Port 529C management does not trade extensively for its return.
  • American Funds Global Growth Port 529C Fund (CPGCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.65, lower than category average of 12.23
  • American Funds Global Growth Port 529C Fund (CPGCX) has a lower expense ratio than its World Stock average: 1.21% vs 1.28%

American Funds Global Growth Port 529C Fund (CPGCX) Weakness What we are cautious about American Funds Global Growth Port 529C (CPGCX) Fund

Data for American Funds Global Growth Port 529C Fund (CPGCX) as of May 30, 2016

  • American Funds Global Growth Port 529C Fund (CPGCX) has a less-than-ideal short-term performance (1-year return -6.33% vs -5.49% World Stock category median performance)
  • American Funds Global Growth Port 529C Fund (CPGCX) has a less-than-ideal mid-term performance (3-year return 4.71% vs 5.54% World Stock category median performance)
  • American Funds Global Growth Port 529C Fund (CPGCX) ratio of up-years vs down years can be improved
  • American Funds Global Growth Port 529C Fund (CPGCX) has a Morningstar rating of 3 and below
  • American Funds Global Growth Port 529C Fund (CPGCX) does not have a good risk adjusted return as its 3-year Alpha of 4.38 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.44
  • American Funds Global Growth Port 529C Fund (CPGCX) carries a 1% load
See American Funds Global Growth Port 529C Fund (CPGCX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds Global Growth Port 529C Fund (CPGCX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Global Growth Port 529C-0.15-6.334.710
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare American Funds Global Growth Port 529C Fund (CPGCX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of American Funds Global Growth Port 529C Fund (CPGCX) Net Asset TrackingAmerican Funds Global Growth Port 529C (CPGCX) Fund Net Asset

Track net asset change of American Funds Global Growth Port 529C fund (CPGCX)

DateNet Asset
05/2016$1.71B
03/2016$1.66B
02/2016$1.53B
More historic net asset information on American Funds Global Growth Port 529C Fund (CPGCX)

  

Graph of American Funds Global Growth Port 529C Fund (CPGCX) Portfolio TrackingAmerican Funds Global Growth Port 529C (CPGCX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Global Growth Port 529C fund (CPGCX)

DateCashStockBondOther
03/20164.54%89.13%1.72%4.35%
12/20154.86%87.85%2.25%5.03%
09/20155.02%87.46%2.25%5.26%
Click here to see more historic asset allocation information on American Funds Global Growth Port 529C Fund (CPGCX)

 

graph of American Funds Global Growth Port 529C Fund (CPGCX) Top 10 Position TrackingTop 10 Holdings in American Funds Global Growth Port 529C (CPGCX) Fund

Discover what American Funds Global Growth Port 529C Fund (CPGCX) manager is buying

Mar 30, 2016
American Funds Capital World Gr&Inc R6 [29.98%]
American Funds New Perspective R6 [29.98%]
American Funds New Economy R6 [20.04%]
American Funds New World R6 [20.01%]

Dec 30, 2015
American Funds Capital World Gr&Inc R6 [29.98%]
American Funds New Perspective R6 [29.98%]
American Funds New World R6 [20.06%]
American Funds New Economy R6 [19.98%]

Sep 29, 2015
American Funds Capital World Gr&Inc R6 [30.04%]
American Funds New Perspective R6 [29.97%]
American Funds New World R6 [20.02%]
American Funds New Economy R6 [19.97%]
Click here for Stock Holding Change Map in American Funds Global Growth Port 529C Fund (CPGCX)

  

Latest News on American Funds Global Growth Port 529C (CPGCX) Fund

See what is happening with American Funds Global Growth Port 529C Fund (CPGCX)

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American Funds Global Growth Port 529C Fund (CPGCX) Related ResourcesSee more information on American Funds Global Growth Port 529C (CPGCX) Fund

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