Nasdaq - Delayed Quote USD

American Funds Growth Portfolio F2 (GWPEX)

26.02
-0.13
(-0.50%)
At close: 8:01:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.84%
5y Average Return 13.04%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (May 23, 2025) 30.03%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 30.03%
Worst 3Y Total Return 3.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GWPEX
Category
YTD
-3.60%
13.38%
1-Month
1.53%
1.16%
3-Month
-7.61%
6.75%
1-Year
10.44%
40.77%
3-Year
11.34%
13.59%
5-Year
12.54%
13.52%
10-Year
9.80%
10.48%
Last Bull Market
17.05%
21.11%
Last Bear Market
-19.29%
-19.34%

Annual Total Return (%) History

Year
GWPEX
Category
2025
--
--
2024
20.48%
--
2023
29.12%
--
2022
-26.70%
--
2021
18.85%
--
2020
25.72%
15.41%
2019
27.45%
24.78%
2018
-6.35%
-9.27%

2017
25.36%
18.41%
2016
7.70%
8.45%
2015
1.72%
-1.74%
2014
6.03%
5.50%
2013
30.03%
26.84%
2012
--
15.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.05% -- -- --
2024 10.06% 2.35% 5.61% 1.28%
2023 9.03% 8.13% -3.64% 13.66%
2022 -10.99% -19.29% -4.12% 6.42%
2021 3.74% 7.96% 0.23% 5.88%
2020 -19.09% 23.47% 8.98% 15.48%
2019 12.92% 3.28% -1.29% 10.71%
2018 1.27% 3.10% 4.01% -13.77%
2017 7.41% 4.47% 5.41% 5.97%
2016 -0.76% 1.87% 6.12% 0.38%

2015 3.53% 2.19% -8.76% 5.37%
2014 1.44% 4.39% -1.75% 1.92%
2013 7.76% 2.05% 8.82% 8.66%
2012 6.51% 3.07% -- --

Rank in Category (By Total Return)

YTD 67
1-Month 1
3-Month 74
1-Year 7
3-Year 1
5-Year 14

Load Adjusted Returns

1-Year 10.44%
3-Year 11.34%
5-Year 12.54%
10-Year 9.80%

Performance & Risk

YTD Return 1.84%
5y Average Return 13.04%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.31
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family American Funds
Net Assets 19.92B
YTD Return -3.60%
Yield 0.70%
Morningstar Rating
Inception Date Nov 20, 2015

Fund Summary

The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. It will typically have significant exposure to issuers domiciled outside the United States. The fund may also have exposure to smaller capitalization issuers and issuers domiciled in emerging markets.

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