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American Funds Growth Portfolio Class 529-a: (MF: CGPAX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$28.12 USD
-0.24 (-0.85%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.14 | 8 |
| 3 months | 16.05 | 25 |
| 6 months | 10.14 | 8 |
| 1 Year | 17.61 | 15 |
| 3 Year | 20.15 | 28 |
| 5 Year | 13.14 | 59 |
| 10 Year | 10.96 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.63 |
| 5 Year | 12.36 |
| 10 Year | 10.58 |
| Since Inception | 12.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.09 | 16.05 | NA | NA |
| 2024 | 10.00 | 2.28 | 5.54 | 1.17 |
| 2023 | 8.92 | 8.03 | -3.71 | 13.52 |
| 2022 | -11.05 | -19.34 | -4.20 | 6.38 |
| 2021 | 3.67 | 7.88 | 0.15 | 5.82 |
| 2020 | -19.18 | 23.34 | 8.93 | 15.37 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.14 | 20.14 | 28.61 | -26.89 | 18.55 | 25.29 | 27.11 | -6.63 | 25.06 | 7.46 | 1.38 |
| % Total Return Rel to Index | 3.94 | -4.88 | 2.37 | -8.69 | -10.12 | 6.88 | -4.37 | -2.23 | 3.27 | -4.46 | 0.00 |
| % Total Return Rel to Peer | 5.00 | 0.74 | 5.61 | -7.19 | -3.50 | 5.37 | -1.30 | 0.22 | 4.39 | -0.35 | 2.98 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.11 | 0.14 | 0.05 | 0.00 | 0.09 | 0.15 | 0.15 | 0.12 | 0.14 | 0.09 |
| % Yield | 0.00 | 0.40 | 0.45 | 0.26 | 0.00 | 0.39 | 0.75 | 0.88 | 0.64 | 0.89 | 0.62 |
| Capital Gains ($) | 0.00 | 1.36 | 0.20 | 1.69 | 0.90 | 0.68 | 0.94 | 0.83 | 0.49 | 0.50 | 0.59 |
| Expense Ratio | 0.39 | 0.39 | 0.41 | 0.40 | 0.39 | 0.42 | 0.44 | 0.41 | 0.38 | 0.40 | 0.39 |
* 1 = Top 20%, 5 = Bottom 20%