Fund Details

Summary

Internal Prompt

Built for long-term growth. Seeks to help investors pursue longer term goals through exposure to a diverse mix of stocks of companies with strong growth potential.

Price at NAV $19.69 as of 6/27/2022 (updated daily)

Fund Assets (millions) $13,240.6

Portfolio Solutions Committee Members

Expense Ratio

0.73%

Prospectus (PDF)

Underlying Funds

	Growth	78.3%
	AMCAP Fund ®	19.6%
	The Growth Fund of America ®	24.5%
	The New Economy Fund ®	9.6%
	New Perspective Fund ®	9.8%
	SMALLCAP World Fund ®	14.8%
	Growth-and-Income	21.7%
	Fundamental Investors ®	21.7%

As of 5/31/2022 (updated monthly)

QUARTERLY HOLDINGS

Asset Mix

	U.S. Equities72.8%		Non-U.S. Equities20.1%
	U.S. Bonds0.0%		Non-U.S. Bonds0.0%
	Cash & Equivalents 7.1%

	U.S. Equities72.8%
	Non-U.S. Equities20.1%
	U.S. Bonds0.0%
	Non-U.S. Bonds0.0%
	Cash & Equivalents 7.1%

As of 5/31/2022 (updated monthly)

Market Capitalization

68.5%

Large

23.2%

Medium

8.3%

Small

$79,008.69 Million

Weighted Average

As of 3/31/2022 (updated quarterly). Morningstar data as of 3/31/2022 (updated quarterly).

Growth of 10K
High & Low Prices

Growth of 10K

Read important investment disclosures

For Class A Shares, this chart tracks a hypothetical investment with dividends reinvested through 12/31/2021.

VIEW LARGER CHART

GWPAX

S&P 500 Index

VIEW LARGER CHART

High & Low Prices

Internal Prompt

Returns at NAV
Returns with Sales Charge

Returns at NAV

Returns with Sales Charge

Read important investment disclosures

-19.34%

1-year return

7.99%

5-year return

10.81%

10-year return

0.39%

30-Day SEC Yield

Returns as of 5/31/22 (updated monthly). Yield as of 5/31/22 (updated monthly).

Morningstar Ownership Zone^TM

Allocation--85%+ Equity

Weighted average of holdings

75% of fund's stock holdings

Morningstar data as of 3/31/22 (updated quarterly)

INSIGHTS ON THE MORNINGSTAR OWNERSHIP ZONE

Description

Fund Objective

The fund's investment objective is to provide long-term growth of capital.

Distinguishing Characteristics

The fund will attempt to achieve 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.

Fund Facts

Fund Inception	5/18/2012
Fund Assets (millions) As of 5/31/2022	$13,240.6
Companies/Issuers Holdings are as of 3/31/2022 (updated quarterly).	1393+
Shareholder Accounts Shareholder accounts are as of 5/31/2022	386,156
Regular Dividends Paid	Dec

Minimum Initial Investment	$250
Capital Gains Paid	Dec
Portfolio Turnover (2021)	5%
Fiscal Year-End	Oct
Prospectus Date	01/01/2022
CUSIP	02630R 78 1
Fund Number	53

Returns LEARN ABOUT THE SYSTEM BEHIND OUR RESULTS

Internal Prompt

Month-End Returns as of 5/31/22
Quarter-End Returns as of 3/31/22

ANNUAL RETURNS CHART

Month-End Returns as of 5/31/22

Returns at NAV

| With Sales Charge

Read important investment disclosures

GWPAX

S&P 500 Index

ANNUAL RETURNS CHART

Quarter-End Returns as of 3/31/22

Internal Prompt

Volatility & Return

VIEW LARGER CHART

Read important investment disclosures

Equities

For Class A Shares, this chart tracks the 10-year standard deviation

and 10-year annualized return of the equity funds

GWPAX

S&P 500 Index

Other AF Funds

Standard Deviation as of 05/31/2022 (updated monthly) . Annualized return as of 05/31/2022 (updated monthly) .

VIEW LARGER CHART

Internal Prompt

Yield

	12-month
	Distribution Rates	30-day SEC Yield
Fund at NAV	0.03%	N/A
Fund at MOP	0.03%	0.39%

As of 5/31/2022 (updated monthly)

Valuation

	Price/	Price/	Price/
	Book	Cash Flow	Earnings
Fund	4.01	12.97	21.30
S&P 500 Index	3.80	13.10	20.00

Fund as of 3/31/22. Index as of 3/31/22.

Portfolio Solutions Committee

Years of Experience with Fund

Years of Experience with Capital Group

Years of Experience with Investment Industry

Alan N. Berro 36 31 10

Michelle J. Black 27 20 2

Samir Mathur 29 9 2

Wesley K. Phoa 28 23 10

John R. Queen 32 20 2

William L. Robbins 30 27 2

Andrew B. Suzman 28 28 10

Alan N. Berro	10	31	36
Michelle J. Black	2	20	27
Samir Mathur	2	9	29
Wesley K. Phoa	10	23	28
John R. Queen	2	20	32
William L. Robbins	2	27	30
Andrew B. Suzman	10	28

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

Ratings & Risk

Morningstar Rating ^TM

Overall Morningstar Rating^TM Funds rated(177)
3-yr. Morningstar Rating^TM (177 funds rated)
5-yr. Morningstar Rating^TM (161 funds rated)
10-yr. Morningstar Rating^TM (118 funds rated)
Overall Morningstar Risk	Above Average HIGH LOW
Category	Allocation--85%+ Equity

ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS

Ratings are based on risk-adjusted returns as of 5/31/2022 (updated monthly).

Risk Measures

		Fund
Standard Deviation		13.68
Sharpe Ratio		0.82
For the 10 Years ending 5/31/22 (updated monthly).
American Funds Benchmark		Morningstar Benchmark
S&P 500 Index		Morningstar Mod Tgt Risk TR USD
R-squared	0	93
Beta	0.00	1.60
Capture Ratio (Downside/Upside)	0/0	160/159
American Funds Benchmark for the 10 Years ending 12/31/16 (updated quarterly). Morningstar Benchmark for the 10 Years ending 5/31/22 (updated monthly).

Holdings

Equities Breakdown

Sectors | Top Industries

Equity Fund Holdings

	Information technology 24.2%
	Consumer discretionary 17.2%
	Health care 14.3%
	Communication services 9.6%
	Industrials 9.4%
	Financials 8.8%
	Consumer staples 4.1%
	Materials 2.7%
	Energy 2.6%
	Real estate 0.9%
	Utilities 0.8%

% of net assets as of 3/31/2022 (updated quarterly)

Go to the underlying fund pages to see detailed holdings information.

Growth Funds
Growth-and-Income Funds
- Fundamental Investors ®

Geographic Breakdown

Regions | Top Countries

United States

74.7%

Europe

9.7%

Asia & Pacific Basin

6.7%

Other (Including Canada & Latin America)

3.5%

Cash & equivalents

5.4%

% of net assets as of 3/31/2022 (updated quarterly)

Prices & Distributions

Internal Prompt

Historical Prices Month-End
Historical Prices Year-End

FIND HISTORICAL PRICES

Historical Prices Month-End

2022

FIND HISTORICAL PRICES

Historical Prices Year-End

Internal Prompt

Historical Distributions
as of 01/26/22

Historical Distributions as of 01/26/22

2021

Record Date	Calculated Date	Pay Date	Income Dividend Regular	Income Dividend Special	Cap. Gains Long-Term	Cap. Gains Short-Term	Reinvest NAV
12/29/21	12/29/21	12/30/21	$0.0073	$0.00	$0.8998	$0.00	$26.64
		2021 Year-to-Date:	Dividends Subtotal: $0.0073		Cap Gains Subtotal: $0.8998
			Total Distributions: $0.9071

Rate	As of Date
0.00000000	12/30/2021
0.00000000	12/31/2021
0.00000000	01/03/2022
0.00000000	01/04/2022
0.00000000	01/05/2022
0.00000000	01/06/2022
0.00000000	01/07/2022
0.00000000	01/10/2022
0.00000000	01/11/2022
0.00000000	01/12/2022
0.00000000	01/13/2022
0.00000000	01/14/2022
0.00000000	01/18/2022
0.00000000	01/19/2022
0.00000000	01/20/2022
0.00000000	01/21/2022
0.00000000	01/24/2022
0.00000000	01/25/2022
0.00000000	01/26/2022
0.00000000	01/27/2022
0.00000000	01/28/2022
0.00000000	01/31/2022
0.00000000	02/01/2022
0.00000000	02/02/2022
0.00000000	02/03/2022
0.00000000	02/04/2022
0.00000000	02/07/2022
0.00000000	02/08/2022
0.00000000	02/09/2022
0.00000000	02/10/2022
0.00000000	02/11/2022
0.00000000	02/14/2022
0.00000000	02/15/2022
0.00000000	02/16/2022
0.00000000	02/17/2022
0.00000000	02/18/2022
0.00000000	02/22/2022
0.00000000	02/23/2022
0.00000000	02/24/2022
0.00000000	02/25/2022
0.00000000	02/28/2022
0.00000000	03/01/2022
0.00000000	03/02/2022
0.00000000	03/03/2022
0.00000000	03/04/2022
0.00000000	03/07/2022
0.00000000	03/08/2022
0.00000000	03/09/2022
0.00000000	03/10/2022
0.00000000	03/11/2022
0.00000000	03/14/2022
0.00000000	03/15/2022
0.00000000	03/16/2022
0.00000000	03/17/2022
0.00000000	03/18/2022
0.00000000	03/21/2022
0.00000000	03/22/2022
0.00000000	03/23/2022
0.00000000	03/24/2022
0.00000000	03/25/2022
0.00000000	03/28/2022
0.00000000	03/29/2022
0.00000000	03/30/2022
0.00000000	03/31/2022
0.00000000	04/01/2022
0.00000000	04/04/2022
0.00000000	04/05/2022
0.00000000	04/06/2022
0.00000000	04/07/2022
0.00000000	04/08/2022
0.00000000	04/11/2022
0.00000000	04/12/2022
0.00000000	04/13/2022
0.00000000	04/14/2022
0.00000000	04/18/2022
0.00000000	04/19/2022
0.00000000	04/20/2022
0.00000000	04/21/2022
0.00000000	04/22/2022
0.00000000	04/25/2022
0.00000000	04/26/2022
0.00000000	04/27/2022
0.00000000	04/28/2022
0.00000000	04/29/2022
0.00000000	05/02/2022
0.00000000	05/03/2022
0.00000000	05/04/2022
0.00000000	05/05/2022
0.00000000	05/06/2022
0.00000000	05/09/2022
0.00000000	05/10/2022
0.00000000	05/11/2022
0.00000000	05/12/2022
0.00000000	05/13/2022
0.00000000	05/16/2022
0.00000000	05/17/2022
0.00000000	05/18/2022
0.00000000	05/19/2022
0.00000000	05/20/2022
0.00000000	05/23/2022
0.00000000	05/24/2022
0.00000000	05/25/2022
0.00000000	05/26/2022
0.00000000	05/27/2022
0.00000000	05/31/2022
0.00000000	06/01/2022
0.00000000	06/02/2022
0.00000000	06/03/2022
0.00000000	06/06/2022
0.00000000	06/07/2022
0.00000000	06/08/2022
0.00000000	06/09/2022
0.00000000	06/10/2022
0.00000000	06/13/2022
0.00000000	06/14/2022
0.00000000	06/15/2022
0.00000000	06/16/2022
0.00000000	06/17/2022
0.00000000	06/21/2022
0.00000000	06/22/2022
0.00000000	06/23/2022
0.00000000	06/24/2022
0.00000000	06/27/2022

FIND HISTORICAL DISTRIBUTIONS

Rate		As of-Date
0.00000000		12/30/2021
0.00000000		12/31/2021
0.00000000		01/03/2022
0.00000000		01/04/2022
0.00000000		01/05/2022
0.00000000		01/06/2022
0.00000000		01/07/2022
0.00000000		01/10/2022
0.00000000		01/11/2022
0.00000000		01/12/2022
0.00000000		01/13/2022
0.00000000		01/14/2022
0.00000000		01/18/2022
0.00000000		01/19/2022
0.00000000		01/20/2022
0.00000000		01/21/2022
0.00000000		01/24/2022
0.00000000		01/25/2022
0.00000000		01/26/2022
0.00000000		01/27/2022
0.00000000		01/28/2022
0.00000000		01/31/2022
0.00000000		02/01/2022
0.00000000		02/02/2022
0.00000000		02/03/2022
0.00000000		02/04/2022
0.00000000		02/07/2022
0.00000000		02/08/2022
0.00000000		02/09/2022
0.00000000		02/10/2022
0.00000000		02/11/2022
0.00000000		02/14/2022
0.00000000		02/15/2022
0.00000000		02/16/2022
0.00000000		02/17/2022
0.00000000		02/18/2022
0.00000000		02/22/2022
0.00000000		02/23/2022
0.00000000		02/24/2022
0.00000000		02/25/2022
0.00000000		02/28/2022
0.00000000		03/01/2022
0.00000000		03/02/2022
0.00000000		03/03/2022
0.00000000		03/04/2022
0.00000000		03/07/2022
0.00000000		03/08/2022
0.00000000		03/09/2022
0.00000000		03/10/2022
0.00000000		03/11/2022
0.00000000		03/14/2022
0.00000000		03/15/2022
0.00000000		03/16/2022
0.00000000		03/17/2022
0.00000000		03/18/2022
0.00000000		03/21/2022
0.00000000		03/22/2022
0.00000000		03/23/2022
0.00000000		03/24/2022
0.00000000		03/25/2022
0.00000000		03/28/2022
0.00000000		03/29/2022
0.00000000		03/30/2022
0.00000000		03/31/2022
0.00000000		04/01/2022
0.00000000		04/04/2022
0.00000000		04/05/2022
0.00000000		04/06/2022
0.00000000		04/07/2022
0.00000000		04/08/2022
0.00000000		04/11/2022
0.00000000		04/12/2022
0.00000000		04/13/2022
0.00000000		04/14/2022
0.00000000		04/18/2022
0.00000000		04/19/2022
0.00000000		04/20/2022
0.00000000		04/21/2022
0.00000000		04/22/2022
0.00000000		04/25/2022
0.00000000		04/26/2022
0.00000000		04/27/2022
0.00000000		04/28/2022
0.00000000		04/29/2022
0.00000000		05/02/2022
0.00000000		05/03/2022
0.00000000		05/04/2022
0.00000000		05/05/2022
0.00000000		05/06/2022
0.00000000		05/09/2022
0.00000000		05/10/2022
0.00000000		05/11/2022
0.00000000		05/12/2022
0.00000000		05/13/2022
0.00000000		05/16/2022
0.00000000		05/17/2022
0.00000000		05/18/2022
0.00000000		05/19/2022
0.00000000		05/20/2022
0.00000000		05/23/2022
0.00000000		05/24/2022
0.00000000		05/25/2022
0.00000000		05/26/2022
0.00000000		05/27/2022
0.00000000		05/31/2022
0.00000000		06/01/2022
0.00000000		06/02/2022
0.00000000		06/03/2022
0.00000000		06/06/2022
0.00000000		06/07/2022
0.00000000		06/08/2022
0.00000000		06/09/2022
0.00000000		06/10/2022
0.00000000		06/13/2022
0.00000000		06/14/2022
0.00000000		06/15/2022
0.00000000		06/16/2022
0.00000000		06/17/2022
0.00000000		06/21/2022
0.00000000		06/22/2022
0.00000000		06/23/2022
0.00000000		06/24/2022
0.00000000		06/27/2022

Fees & Expenses

Internal Prompt

Fees


Annual Management Fees	0.00%
Other Expenses	0.10%
Acquired (Underlying) Fund Fees and Expenses	0.37%
Service 12b-1	0.26%

As of each fund's most recent prospectus.

Internal Prompt

Expense Ratio

GWPAX	0.73%
Lipper Global Multi-Cap Growth Funds Average	0.72%

Fund as of most recent prospectus. Lipper Category as of 3/31/22 (updated quarterly).

Resources

Prospectuses & Reports for GWPAX

Quarterly Fund Fact Sheet (PDF) 04/22
Fund Commentary (PDF) 05/22
Single Sheet (PDF) 01/22
Summary Prospectus (PDF) 01/22
Prospectus (PDF) 01/22
Statement of additional information (PDF) 01/22
Semi-Annual Report (PDF) 06/22
Annual Report (PDF) 12/21

About Our Funds

Share Class Pricing Details
Stats Update (PDF)
Resource Guide (PDF)
Risk & Return scattergram (PDF)
Risk & Reward Scattergrams - Class A shares (PDF)

ACCOUNT INFORMATION

Select your location

INVESTMENT OPTIONS

MUTUAL FUND RESOURCES

RETIREMENT

MORE OFFERINGS

OUR APPROACH

LIFE MOMENTS

TOOLS & CALCULATORS

TOPICS

MANAGING YOUR ACCOUNT

OTHER RESOURCES

CAPITAL IDEAS

PORTFOLIO SERIES

American Funds Growth Portfolio SM (GWPAX)

Summary

Underlying Funds

Asset Mix