+0.38
+0.96%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 39.46 |
| Category | Large Growth |
| Net Assets | 60.60 Bil |
| Yield | 0.75% |
| Morningstar Risk | Below Average |
| Morningstar Return | Average |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks growth of capital. The fund invests primarily in common stocks and seeks to invest in companies that appear to offer superior opportunities for growth of capital. It may invest a portion of its assets in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio counselors in managing the fund's assets. Under this approach, the portfolio of the fund is divided into segments managed by individual counselors who decide how their respective segments will be invested. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 34.48% | 12.28% | -4.89% | 20.54% | 15.98% |
| Value ($) | 13,448.00 | 15,099.41 | 14,361.05 | 17,310.81 | 20,077.08 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | American Funds |
| Fund Manager | James Drasdo |
| Tenure (Years) | 28 |
| Fund Status | Open |
| Minimum Initial Purchase | 250.00 |
| Minimum IRA Investment | 250.00 |
| Front Load | 5.75 |
| Expense Ratio | 0.71% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 8.23% |
| 3 Months | 9.78% |
| 1 Year | 32.30% |
| 3 Years* | 14.35% |
| 5 Years* | 3.94% |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| AGTHX | Large Growth | |
|---|---|---|
| 5-Yr Return | 3.94% | 4.47% |
| Sharpe Ratio | 0.72 | 0.70 |
| Net Assets | 60.60 Bil | 602.08 Mil |
| Avg Market Cap | 40.32 Bil | 38.17 Bil |
| Avg P/E | 18.97 | 17.12 |
| Portfolio Turnover | 18 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 90.04% |
| Cash | 8.56% |
| Fixed Income | 0.43% |
| Other | 0.96% |
| NAME | % NET ASSETS |
|---|---|
| Gilead Sciences Inc | 4.36% |
| Amazon.com Inc | 3.82% |
| Google, Inc. Class A | 3.12% |
| Home Depot, Inc. | 2.61% |
| Comcast Corp Class A | 1.98% |
| Oracle Corporation | 1.77% |
| Philip Morris International, Inc. | 1.73% |
| EOG Resources | 1.69% |
| UnitedHealth Group Inc | 1.26% |
| Costco Wholesale Corporation | 1.24% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
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