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CGNEX
Mutual Fund ticker: NASDAQ
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NET ASSETS

American Funds Growth and Inc Port 529E (CGNEX) Ownership - Who owns American Funds Growth and Inc Port 529E?

The investment seeks to provide long-term growth of capital while providing current income... Show more

Profile

Category
Global Moderately Aggressive Allocation
Address
American Funds Portfolio Series333 South Hope StreetLos Angeles
Phone
213-486-9200
Web
www.americanfunds.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.93
Min. Initial Investment
250.00
Fund Existence
almost 13 years
Turnover
10.00
Front Load
N/A
Net Assets
19130000000.00
Manager Tenure
N/A

Fundamentals

CGNEX
Net Assets
19.1B
Fund Existence
almost 13 years
Turnover
10.00
Total Expense Ratio
0.93
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250
Min. Initial Investment IRA
N/A
Morningstar Category
Global Moderately Aggressive Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.93
Assets in Top Ten Holdings
16.1B
Average Credit Quality
11
Average Effective Duration
5.16
Average Effective Maturity
8.01
Fund of Funds
Yes
Fund Share Class Net Assets
46.8M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
5.52
No Load Fund
No
Number of Long Holdings
11.00
Number of Net Holdings
12.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.33
Weighting Top Ten Holdings
95.13%
Gain YTD
0.716
Annual Yield % from dividends
1.57
Returns for 1 year
5.96
Returns for 3 years
21.71
Returns for 5 years
45.29
Returns for 10 years
60.01
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderately Aggressive Allocation
Address
American Funds Portfolio Series333 South Hope StreetLos Angeles
Phone
213-486-9200
Web
www.americanfunds.com