• American Funds Global Growth Portfolio

American Funds

  • Global
  • Large-Cap
  • Growth

American Funds Global Growth Portfolio

CGGEX

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in issuers domiciled outside the United States.

The strategy seeks to invest in a mix of American Funds in different combinations and weightings.

The team seeks to create a combination of underlying funds that complement each other. Through its investments in the underlying funds, More

Price

Last Close

$18.13 ( +0.24 )

52 Week HL

$25.66 - $17.89

Net Assets

$5740 M

Expense Ratio

0.46 %

Sector Allocation

Mar 31, 2021

Top 10 Holdings

Mar 31, 2021

Company Name

Holding

Company Name

  • Total

Holding

  • 0%

Manager

Name

Alan N. Berro

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Q2 2021

Annual Reports

Website

Link

Performance

YTD

-24.3 %

3 Year

4.47%

5 Year

31.15%

Best

28.26%
2017

Worst

-24.34%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -11.5% 2.1% -20.1% 13.2% 1.1% 9.2% -1.3% 3.4% 0.8% 6.1% -
Q2 -15.4% 7.3% 22.1% 2.3% 3.1% 5.8% 0.6% 1.2% 3.8% 1.1% -
Q3 - 4.4% 8.8% -2% 2.9% 5.5% 6.1% -9% -2.7% 7.7% -
Q4 - 1.7% 16.5% 5.3% -13.5% 5% -1.8% 5.2% 0.2% 8% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -8.8% -5.4% 2.6% -9.9% -5.2% - - - - - - -
2021 -0.3% 2% 0.4% 4.7% 0.7% 1.8% 0.1% 3.2% 1% -0.4% -0.6% -3.5%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CGGEX -24%9%26%22%-9%28%3%0%2%25%-
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -24%-19%11%-7%-3%9%-5%1%-12%-4%-

CGGEX S&P 500

Chart +