About CPGAX
The American Funds Global Growth Portfolio 529-A is a global large-cap growth mutual fund designed to provide long-term capital growth. Structured as a fund-of-funds, it primarily invests in an array of underlying American Funds, with a focus on those targeting growth equities. Its portfolio is globally diversified, with substantial allocations to both U.S. (57.2%) and non-U.S. equities (39.3%), and a minor presence in bonds and cash equivalents. The fund invests across multiple sectors, including information technology, industrials, financials, consumer discretionary, and health care, offering broad exposure to growth-oriented companies worldwide. Its holdings are extensive, spanning over 1,500 companies as of early 2025. The portfolio is managed to suit education savings vehicles such as 529 plans, balancing growth prospects with risk management, and is aimed primarily at investors seeking to build wealth over long-term horizons. Since its inception in 2012, the fund has emphasized international diversification and sector variety, reflecting its overarching role as a core growth component in globally focused investment strategies.
Fund Family Capital Group
Category Global Large-Cap Growth
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol CPGAX
Share Class Class 529-a
Index MSCI AC World NR USD
CPGAX had a total return of 21.02% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.74%.
