CGPAX – Fund Analysis – American Funds Growth Portfolio 529A | Morningstar

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Will CGPAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGPAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the CGPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of CGPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A topnotch pick for growth-seeking investors.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

A skilled team oversees American Funds Growth series’ thoughtful, objectives-based approach. It remains a strong option for investors seeking capital appreciation and exposure to growth stocks. The series’ three portfolios are made available through model portfolios and separate accounts, with the Growth and Global Growth portfolios also offered as mutual funds.

by Stephen Margaria

Rated on Aug 13, 2024 Published on Aug 13, 2024

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