American Funds® Global Growth Portfolio
Growth
Overview
American Funds Global Growth Portfolio may be appropriate for:
- Investors who need a broadly diversified global growth investment that increases the equity allocations in their existing portfolios.
- Investors who want an investment that seeks to take advantage of changes in the global economy.
- Investors who want to invest a portion of their portfolio for longer-term aspirational goals.
Objective
The fund's investment objective is to provide long-term growth of capital.
Manager
The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest investment management firms. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk.
Fund information
- Began operations: 5/18/12
- Net and gross expense ratios:* 1.56% / 1.56%
- Investment expenses paid annually:† $15.60 for a $1,000 balance
- Ticker symbol: GGPCX
*The expense ratios are as of each fund’s prospectus and include the weighted average expenses of the underlying funds. Please see the fund’s most recent prospectus for details.
†You can estimate the investment expenses you’re paying annually by multiplying your balance in the fund by the expense ratio.
Underlying funds
(as of 8/31/24; percentage of net assets; holdings are subject to change)
Growth
85.0%
- American Funds® Global Insight Fund 5.0%
- EuroPacific Growth Fund® 7.9%
- The Growth Fund of America® 15.0%
- The New Economy Fund® 15.0%
- New Perspective Fund® 20.0%
- New World Fund® 6.9%
- SMALLCAP World Fund® 15.0%
Growth-and-income
15.0%
Asset mix
(as of 8/31/24; percentage of net assets of underlying American Funds)
Geographic breakdown
(as of 8/31/24; percentage of net assets of underlying American Funds)
*Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. 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.
Past results
The bar graph below shows the fund’s annual results and illustrates the fund’s fluctuations over the past 10 years. (Class C shares were first offered on March 15, 2001 (on February 21, 2014, in funds in the American Funds Target Date Retirement Series). Class C share returns prior to the date of the first sale are hypothetical results based on Class A share returns without a sales charge, adjusted for typical additional annual expenses of about 0.82% on average over the first 10 years. Shares of some funds were not sold on the first day available; please see the fund’s most recent shareholder report for the actual date of first sale.)
Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown here. For more current information and month-end results, click here. Share price and return will vary, so you may lose money. Investing for short periods makes losses more likely. Unless otherwise indicated, all results are calculated at net asset value. Returns at net asset value would have been lower if the contingent deferred sales charge had been deducted. Returns with CDSC reflect deduction of a contingent deferred sales charge (1%) on shares sold within the first year of purchase.
Average annual total returns through 6/30/24
Class C Shares
| Latest10 years | Latest5 years | Latest3 years | Latestyear | |
|---|---|---|---|---|
| At net asset value | 7.69% | 8.98% | 0.79% | 17.46% |
| With CDSC | 7.69% | 8.98% | 0.79% | 16.46% |
Investment results assume all distributions are reinvested and reflect applicable fees and expenses. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which the results would have been lower. Read details about how waivers and/or reimbursements affect the results for each fund.
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