
The American Funds Growth Allocation Portfolio is a versatile investment option that allows you to diversify your portfolio with a single fund.
It invests in a mix of American Funds' growth-oriented equity funds, which have a long-term focus on growth and income.
This fund is suitable for investors who want a balanced portfolio with a mix of growth and income-generating assets.
By investing in the Growth Allocation Portfolio, you can benefit from the expertise of American Funds' investment managers, who have a proven track record of delivering long-term results.
Portfolio Options
If you're looking for a portfolio that can take advantage of changes in the global economy, the American Funds Global Growth Portfolio might be a good fit. This fund seeks long-term growth of capital through exposure to global companies with strong growth potential.
You can also consider the American Funds Growth Portfolio, which is built for long-term growth and seeks to invest in companies primarily in the U.S. with strong growth potential. This fund is suitable for investors who tend to buy individual stocks and could benefit from more diversification.
For a more conservative approach, the American Funds Growth and Income Portfolio is a good option. It seeks long-term growth of capital through exposure to equities with a secondary objective of current income through dividend-paying equities and fixed income securities. This fund is ideal for investors who want an investment that seeks both growth and income.
Here are some key portfolio options to consider:
Global Growth Portfolio
The Global Growth Portfolio is a great option for investors looking to take advantage of changes in the global economy. It seeks long-term growth of capital through exposure to global companies with strong growth potential.
This type of investment may be suitable for those who want to invest a portion of their portfolios for longer term goals. Investors who are willing to accept some volatility and have significant holdings in cash may also find this option appealing.
The Global Growth Portfolio may not be the best choice for those who need to cover daily and emergency expenses with their savings. Investors who are risk-averse may also want to consider other options.
Here are some specific funds that fall under the Global Growth Portfolio category:
- American Funds Global Growth Portfolio
- American Funds Growth Portfolio
- EuroPacific Growth Fund
- The Growth Fund of America
American Growth Portfolio
The American Growth Portfolio is a great option for investors looking to grow their wealth over the long-term. It's designed to provide exposure to companies with strong growth potential, both domestically and globally.
If you're looking to diversify your portfolio, the American Funds Growth Portfolio is a good choice. It's built for long-term growth and seeks to invest in companies primarily in the US.
One of the key benefits of the American Funds Growth Portfolio is its ability to provide more diversification for investors who tend to buy individual stocks. By investing in a portfolio, you can spread your risk and potentially earn higher returns.
The American Funds Global Growth Portfolio is another option to consider. It seeks long-term growth of capital through exposure to global companies with strong growth potential. This makes it a good choice for investors who want to take advantage of changes in the global economy.
Here are some key characteristics of the American Growth Portfolio options:
Ultimately, the American Growth Portfolio is a solid choice for investors who want to grow their wealth over the long-term. It's designed to provide exposure to companies with strong growth potential, both domestically and globally.
Expert Insights
Morningstar, a renowned investment research firm, has weighed in on American Funds Portfolio Series, which includes the American Funds Growth Allocation Portfolio.
Several of our model portfolios and Portfolio Series funds have received analyst ratings from Morningstar, a testament to the quality and reliability of our investment options.
Performance Metrics
The American Funds Growth Allocation Portfolio has shown a performance since inception of 38.69%. This is a significant return, but it's essential to consider the highs and lows over the past year. The portfolio's high 1 year was 16.41%, while its maximum loss 1 year was -24.16%.
The portfolio's alpha 1 year was -6.80%, indicating that it underperformed the market. However, its average gain 1 year was 3.57%, which is a positive sign. The average loss 1 year was -5.38%, showing that the portfolio's losses were not as severe as its gains were high.
Here are some key performance metrics to consider:
The portfolio's risk adjusted return 3 years was 2.93%, which is a relatively low return considering the time period. The R-squared (R²) 1 year was 96.23%, indicating a strong correlation between the portfolio's returns and the market's returns.
Frequently Asked Questions
What is the American Funds growth portfolio?
The American Funds Growth Portfolio is a long-term investment fund that focuses on U.S. companies with strong growth potential, offering a diversified alternative to individual stock ownership. It's designed for investors seeking to balance their portfolios with a mix of established and emerging growth stocks.
Sources
- https://www.capitalgroup.com/individual/products/american-funds-portfolio-series.html
- https://markets.businessinsider.com/funds/ast-american-funds-growth-allocation-portfolio-us00771j6340
- https://www.capitalgroup.com/retirement/participant/planning/choose-your-allocation/allocation-models.html
- https://www.portfoliovisualizer.com/backtest-portfolio
- https://www.capitalgroup.com/retirement/participant/about/funds/details.htm
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