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Investments / American Funds Global Growth Model Portfolio
 

American Funds Global Growth Model Portfolio

American Funds Global Growth MP Composite
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Summary
 

American Funds Global Growth Model Portfolio

American Funds Global Growth MP Composite
tooltip: shareClassModels definition not found.

Summary

Seeks to help investors pursue long-term goals by investing in funds with exposure to companies located around the world.

  • Portfolio Solutions Committee Members 7
  • WAERMP_WAERG
    Weighted Average Expense Ratio (%) —

Underlying Funds

Growth
85%
American Funds® Global Insight Fund5%
EUPAC Fund™8%
New Perspective Fund®20%
New World Fund®7%
SMALLCAP World Fund®15%
The Growth Fund of America®15%
The New Economy Fund®15%
Growth and income
15%
Capital World Growth and Income Fund®15%
As of 04/01/2026 (updated daily).
MODEL HISTORICAL ALLOCATIONS
assetMix, UNDFUNDHAFMP

Asset Mix

U.S. Equities
51.7%
Non-U.S. Equities
44.3%
U.S. Bonds
0.0%
Non-U.S. Bonds
0.2%
assetMixCE
Cash Equivalents 1
3.9%
As of 02/28/2026 (updated monthly)

Market Capitalization

$200,103.85 Mil
Average
mktCapitalizationAvg
72.3%
Large
18.7%
Medium
9.0%
Small
As of 12/31/2025 (updated quarterly).

Description

Objective
Seeks long-term growth of capital through exposure to global companies with strong growth potential.
Distinguishing Characteristics
Pursues its investment objectives by investing in a mix of American Funds in different combinations and weightings.
Types of Investments
The underlying American Funds will primarily consist of growth funds and growth-and-income funds, which principally invest in equity securities and which may have significant holdings of issuers domiciled outside the United States.
Holdings Outside of the U.S.
Will seek to invest at least 25% of its assets in underlying funds that invest significantly (under normal market conditions, at least 40%) in issuers outside the United States.

Facts

ID
Strategy Inception
05/31/2012
Companies/Issuers
1672
Holdings are as of 02/28/2026 (updated monthly).
portfolioTurnover
Portfolio Turnover
0.0%
Holdings are as of 02/28/2026 (updated monthly).
RSG_YTD, RSNF_YTD, RSGA_LT, RSNFA_LT

Returns 2

  • Month-End Returns as of 02/28/2026
  • Quarter-End Returns as of 12/31/2025
    • Read important investment disclosures
    • ●Composite Gross
    • ●Composite Net
    • ●Index
    Returns table
    STRATEGYYear-to-date1 Year3 Year5 Year10 YearSince inception

    Index data refers to the MSCI All Country World Index (ACWI).

    Strategy Inception: 05/31/2012.

    Returns greater than one year are annualized.

    Valuation

    Price/ Book tooltip: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). Adjusted for stock splits. Price/ Cash Flow tooltip: Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund/model. Price/ Earnings tooltip: Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting.
    Model
    		3.713.719.3
    MSCI All Country World Index (ACWI) tooltip: MSCI All Country World Index is a free-float-adjusted market-capitalization-weighted index that is designed to measure equity market results in the global developed and emerging markets, consisting of more than 40 developed- and emerging-market country indexes. When applicable, results through December 31, 2000, reflect dividends gross of withholding taxes, and dividends net of withholding taxes thereafter. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
    		3.213.318.9
    Model as of 12/31/2025. Index as of 12/31/2025.

    Portfolio Solutions Committee

    • Years of Experience with Capital Group
    • Years of Experience with Investment Industry
    Michelle Black
    24
    31
    Brittain Ezzes
    4
    28
    Samir Mathur
    13
    33
    Damien McCann
    26
    Wesley Phoa
    27
    33
    John Queen
    24
    36
    Andrew Suzman
    32

    A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry.

    Portfolio managers as of 04/04/2026. Portfolio managers' years of experience are as of the previous calendar year end.

    Risk

    TTLHLD

    Holdings

    No data is available at this time.

    Go to the underlying fund pages to see detailed holdings information

    Geographic Breakdown

    Regions
    |
    Top Countries
     
    United States
    		54.3%
    Europe
    		20.2%
    Asia & Pacific Basin
    		17.1%
    Other (Including Canada & Latin America)
    		6.0%
    ALLCTRY_CECTRY
    Cash & equivalents 1
    		2.4%
    % of net assets as of 12/31/2025 (updated quarterly)

    Expenses

    Weighted Average Expense Ratio

    WAERMP_WAERG
    American Funds Global Growth Model Portfolio
    		—
    WAERLC_AER
    Lipper Category Weighted Average
    		0.90
    Model as of the underlying funds' most recent prospectuses. Lipper Category as of 12/31/2025 (updated quarterly). The Lipper averages for the underlying funds are AGVGX, AEPFX, ANWFX, NFFFX, SMCFX, GFFFX, NEFFX and WGIFX.

    Resources

    Literature for American Funds Global Growth Model Portfolio
    There have been periods when the results lagged the index(es) and/or average(s). The indexes are unmanaged and, therefore, have no expenses. Investors cannot invest directly in an index.
    Source: MSCI. The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (msci.com)
    All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
    Totals may not reconcile due to rounding.
    Investment results assume all distributions are reinvested and reflect applicable fees and expenses.
    Results and results-based figures shown are preliminary and subject to change.
    1
    Includes cash, short-term securities, other assets less liabilities, accruals, derivatives and forwards. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public.
    2
    Returns are in USD, are asset weighted, and reflect the reinvestment of dividends, interest and other earnings (net of withholding taxes).
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