Morningstar® Investment Profile™   Morningstar®
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American Funds Growth Fund of Amer R6  RGAGX
Release date as of 2019-10-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2019-10-31
Out of 1232
Large Growth Funds
Morningstar®
Style Box™
What is this?
As of 2019-09-30
Total Fund Assets ($ Mil)
191,099.18
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks growth of capital.
The fund invests primarily in common stocks and seeks to invest in companies that appear to offer superior opportunities for growth of capital. It may invest up to 25% of its assets in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.
  Morningstar Category: Large Growth
Large-growth portfolios invest primarily in big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these portfolios focus on companies in rapidly expanding industries. 
  Performance
Growth of $10,000
(from 2009-05-01 to 2019-10-31)
Investment: American Funds Growth Fund of Amer R6
Benchmark 1: S&P 500 TR USD
Benchmark 2: Russell 1000 Growth TR USD
Category: Large Growth
This graph presents historical performance for the investment as well as an index and/or peer group. If the investment, index and/or peer group have performed similarly, the line representing the fund will overlay the index and/or peer group. Therefore, the line(s) representing the index and/or peer group history may be hidden.
Total Annualized Returns %
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Investment 19.20 11.94 15.01 11.24 13.38 14.44
S&P 500 TR USD 23.16 14.33 14.91 10.78 13.70 ---
Russell 1000 Growth TR USD 26.77 17.10 18.92 13.43 15.41 ---
Category 23.22 14.51 16.38 11.00 13.63 10.66
Morningstar Rating --- --- ---
# of compared Large Growth funds covered (3 yrs : out of 1232 funds) (5 yrs : out of 1095 funds) (10 yrs : out of 813 funds)
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.
Fees and Expenses
Total Annual Operating Expense 0.31%
Prospectus Net Expense Ratio 0.31%
Maximum Sales Charge ---
The total annual operating expense shown is before management fee waivers or expense caps. For more information on waivers/reimbursements, please see the prospectus. The total annual operating expense is also referred to as the prospectus gross expense ratio.
Waiver Data
Type Date %
--- --- --- ---
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 82.2
Bullet Non-U.S. Stocks Non-U.S. Stocks 10.5
Bullet Bonds Bonds 0.0
Bullet Cash Cash 6.3
Bullet Other Other 1.0
Asset Allocation Rescaled Graph
Data through 2019-09-30
Morningstar Equity Sectors
% of Stocks
Cyclical 32.37
Basic Materials 2.08
Consumer Cyclical 17.31
Financial Services 11.35
Real Estate 1.63
Sensitive 47.80
Communication Services 2.67
Energy 3.72
Industrials 10.55
Technology 30.86
Defensive 19.82
Consumer Defensive 3.84
Healthcare 15.94
Utilities 0.04
Data through 2019-09-30
Holding Status
Total Number of Stock Holdings 311
Total Number of Bond Holdings 10
% of Net Assets in Top 10 Holdings 33.71
Turnover % (as of 2019-08-31) 36.00
30 Day SEC Yield % 0.70
Top Holdings
Sector P/E % of Net
Assets
Capital Group Central Cash Fund --- --- 6.30
Facebook Inc A 32.89 5.24
Microsoft Corp 68.03 5.04
Amazon.com Inc --- 3.90
Netflix Inc --- 3.71
UnitedHealth Group Inc 21.98 2.29
Alphabet Inc Class C 49.02 2.29
Broadcom Inc 9.63 1.82
Mastercard Inc A 48.31 1.58
The Home Depot Inc 25.51 1.54
Data through 2019-09-30
  Principal Risks   
Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Issuer, Market/Market Volatility
Show Risk Definitions
  Other Information
Inception Date: 2009-05-01
Portfolio Manager(s)
Michael T. Kerr   (1998-11-01)
Michael T. Kerr is an equity portfolio manager at Capital Group. He has 35 years of investment experience and has been with Capital Group for 33 years. Earlier in his career, as an equity investment analyst at Capital, he covered global oil & gas companies and U.S. multi-utilities. Prior to joining Capital, Mike was an exploration geophysicist with Cities Service Company. He holds an MBA from Harvard Business School, where he was awarded first-year honors, and a bachelor’s degree in geological sciences from Harvard University graduating cum laude. Mike is based in Los Angeles.
Christopher D. Buchbinder   (2013-11-01)
Christopher D. Buchbinder is an equity portfolio manager at Capital Group. He has 23 years of investment experience, all with Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. telecommunication services, autos, and auto parts & equipment companies. He began his career as a participant in The Associates Program, a two-year series of work assignments in various areas of the Capital organization. He holds a bachelor’s degree in economics and international relations from Brown University graduating cum laude. Chris is based in San Francisco.
Barry S. Crosthwaite   (2007-11-01)
Barry S. Crosthwaite is an equity portfolio manager at Capital Group. He has 22 years of investment experience, all with Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. electrical equipment/appliances, global energy equipment, and oil field services & drilling companies, as well as North American communications & networking equipment companies. Barry holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in chemistry from Occidental College graduating magna cum laude. Barry is based in San Francisco.
Donald D. O'Neal   (1993-11-01)
Donald D. O’Neal is an equity portfolio manager at Capital Group. He has 33 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered chemical, environmental service and aerospace & defense companies. Don holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in nuclear engineering from University of California, Los Angeles graduating summa cum laude. He also holds the Chartered Financial Analyst® designation. Don is based in San Francisco.
James Terrile   (2008-11-01)
James Terrile is an equity portfolio manager at Capital Group. He has 24 years of investment experience and has been with Capital Group for 22 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. health care supplies & equipment, pharmaceutical and biotech companies. Prior to joining Capital, James was an equity research analyst for Gabelli Asset Management Company in New York. He holds an MBA from Columbia Business School with Beta Gamma Sigma distinction and a bachelor’s degree in music from William Paterson University graduating magna cum laude. James is based in Los Angeles.
Martin Romo   (2010-11-01)
Martin Romo is an equity portfolio manager at Capital Group. He is president of Capital Research Company, Inc. and serves on the Capital Group Management Committee. Martin has 27 years of investment experience and has been with Capital Group for 26 years. Earlier in his career, as an equity investment analyst at Capital, he covered the global chemicals industry, mortgage and consumer financials, and select conglomerate companies. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in architecture from the University of California, Berkeley. Martin is based in San Francisco.
Mark L. Casey   (2012-11-01)
Mark L. Casey is an equity portfolio manager at Capital Group. He has 18 years of investment experience, all with Capital Group. Earlier in his career at Capital, Mark was an equity investment analyst and covered U.S. media, entertainment, newspapers, infrastructure software, internet and document imaging. Prior to joining Capital, he was a director and product manager for Siebel Systems. He holds an MBA with distinction from Harvard Business School and a bachelor’s degree in history from Yale University graduating magna cum laude. Mark is based in San Francisco.
Anne-Marie Peterson   (2013-07-02)
Anne-Marie Peterson is an equity portfolio manager at Capital Group. As an equity investment analyst, she covers U.S. retail. She has 24 years of investment experience and has been with Capital Group for 14 years. Earlier in her career at Capital, her coverage included U.S. small-cap specialty retail companies and restaurants. Prior to joining Capital, she was a senior retail analyst for Thomas Weisel Partners. Before that, she was a research associate for Montgomery Securities. She holds a bachelor’s degree in economics from the University of California, Irvine. She also holds the Chartered Financial Analyst® designation. Anne-Marie is based in San Francisco.
Jody F. Jonsson   (2016-03-01)
Joanna F. Jonsson is an equity portfolio manager at Capital Group. She has 30 years of investment experience and has been with Capital Group for 28 years. As an equity analyst at Capital, her coverage included insurance, U.S. household & personal care, restaurants & lodging and cruise lines companies. Jody holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in economics from Princeton University graduating cum laude. She holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Jody is based in Los Angeles.
Carl M. Kawaja   (2010-11-01)
Carl M. Kawaja is an equity portfolio manager at Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered global household products and U.S. personal care companies, along with Canadian companies. Before joining Capital, Carl was a security analyst for Gabelli & Company in New York, as well as an equity analyst for Lévesque Beaubien in Montreal. He holds an MBA in finance from Columbia Business School and a bachelor’s degree in history from Brown University graduating magna cum laude.
J. Blair Frank   (2001-11-01)
J. Blair Frank is an equity portfolio manager at Capital Group. He has 25 years of investment experience and has been with Capital Group for 24 years. Earlier in his career at Capital, as an equity investment analyst, Blair covered U.S. small-cap companies. Before joining Capital, Blair worked as an equity manager at Institutional Capital Corp. in Chicago. He holds an MBA in finance from Northwestern University and a bachelor’s degree in history from Bates College. Blair is based in Los Angeles.
Alan J. Wilson   (2012-11-03)
Alan J. Wilson is a portfolio manager at Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. construction & housing, machinery & engineering, environmental services, energy equipment, trucks, personal care, household products and energy companies. Before joining Capital, Alan was a consultant with The Boston Consulting Group and an engineer with Texas Eastern Corp. He holds an MBA from Harvard Business School and a bachelor’s degree in civil engineering from Massachusetts Institute of Technology. Alan is based in Los Angeles.
Lawrence R. Solomon   (2010-05-01)
Lawrence R. Solomon is an equity portfolio manager at Capital Group. He has 35 years of investment experience and has been with Capital Group for 34 years. Earlier in his career at Capital, Larry was an equity investment analyst covering computer hardware, software, communications equipment, computer services and imaging. Prior to joining Capital, he was an economic consultant and research analyst for Data Resources, Inc. in Los Angeles. Larry holds a bachelor’s degree in economics from Occidental College, graduating cum laude, and the Chartered Financial Analyst® designation. Larry is based in San Francisco.
Investment Advisor(s)
Capital Research and Management Company
Issuer
American Funds
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.