• 52 Week Range 50.50 - 70.97
  • YTD 12.47%
  • 5 Year 144.85%
  • Total Net Assets $18.560B
  • Yield 0.01%
  • Net Expense Ratio 0.77%
  • Turnover % 38%
  • 52 Week Avg Return 29.13%

YTD Lipper Ranking:Quintile 4 (77th percentile)

  • 4 Total Returns
  • 4 Consistent Return
  • 5 Preservation
  • 2 Tax Efficiency
  • 5 Expense
  • Highest
  • 5
  • 4
  • 3
  • 2
  • 1
  • Lowest
Category Global Multi-Cap Growth
Portfolio Style Global
Fund Family American Funds Cl A
Fund Status Open
Fund Inception December 1, 1983
Manager

Team Managed

The Fund seeks long-term growth of capital. The Fund invests in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. The Fund invests primarily in common stocks that have the potential for growth.

Front load 5.75%
Deferred load N/A
Max. redemption fee N/A
Total expense ratio 0.77%
12 b-1 0.24%
Turnover 38%
Alpha 0.03
Beta 0.93
Standard deviation 5.18
R. squared 0.89
Standard (taxable) $250
IRA $25
Fund Return Category1 Index (S&P 500) % rank in category Quintile rank
YTD 12.47% 14.48% 21.58% 77% 4
1yr 29.13% 30.21% 31.17% 64% 4
3yr2 17.87% 18.61% 18.07% 46% 3
5yr2 19.61% 17.38% 18.02% 23% 2
10yr2 16.63% 13.64% 16.34% 14% 1
  • 1Global Multi-Cap Growth
  • 23, 5 and 10 Year Returns are Annualized
Income dividend $0.01
Dividend frequency Annually
Capital Gain (2020) $1.46
Capital Gain (YTD) N/A
Date Income Distribution Capital Gains Distribution
YTD - -
2020 $0.01 $1.46
2019 $0.15 $3.21
2018 $0.24 $3.65
2017 $0.08 $3.62
2016 $0.10 $0.71
2015 $0.16 $2.06
2014 $0.20 $3.03
2013 $0.14 $2.39
2012 $0.18 $0.88
2011 $0.12 -