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American Funds Growth Portfolio Class 529-e: (MF: CGPEX)

(NASDAQ Mutual Funds) As of Oct 6, 2026 05:24 PM ET

$31.98 USD

+0.10 (0.31%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.88 51
3 months -0.12 69
6 months 9.04 52
1 Year 17.34 40
3 Year 19.80 29
5 Year 8.70 52
10 Year 12.67 49

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Aug 31, 2026

1 Year 21.78
5 Year 9.74
10 Year 13.29
Since Inception 12.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.68 18.22 NA NA
2025 -5.15 15.95 6.06 2.96
2024 9.93 2.26 5.44 1.14
2023 8.90 8.01 -3.76 13.41
2022 -11.12 -19.33 -4.30 6.28
2021 3.61 7.82 0.11 5.75

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.8720.1119.9028.40-27.0818.2825.0126.84-6.8324.807.17
% Total Return Rel to Index -1.821.89-5.112.15-8.87-10.396.60-4.64-2.443.00-4.76
% Total Return Rel to Peer -0.527.390.515.40-7.38-3.775.09-1.580.024.12-0.64
% Perf Quintile vs Peer* 3.001.003.002.004.004.002.004.003.002.003.00
% Dividends 0.000.030.050.100.010.000.050.120.110.080.10
% Yield 0.000.120.130.150.070.000.220.580.660.430.66
Capital Gains ($) 0.001.551.360.201.690.900.680.940.830.490.50
Expense Ratio 0.620.620.610.630.610.610.630.640.630.640.66

* 1 = Top 20%, 5 = Bottom 20%