About GAIHX
American Funds Growth and Income Portfolio Class F-3 is an open-end mutual fund designed to provide investors with a balance of long-term capital growth and current income. This fund achieves its objectives by allocating assets across a diversified selection of underlying American Funds, with primary exposure to equity funds in the growth, growth-and-income, equity income, and balanced categories. The fund typically maintains an equity allocation between 70% and 85%, supported by holdings in both U.S. and international stocks, as well as a meaningful, though smaller, allocation to fixed income securities to generate income and manage risk. Notably, its top underlying holdings include prominent American Funds portfolios such as Investment Company of America, Capital World Growth and Income, and Washington Mutual Investors Fund. With a below-average risk rating and a competitive expense ratio, the fund is structured for moderate to moderately aggressive investors seeking both steady income and the potential for appreciation. Its sector exposures are broad, spanning information technology, industrials, consumer discretionary, health care, and financials, enabling it to play a key role in diversified portfolios aiming for balanced growth and income over time.
Fund Family Capital Group
Category Allocation--70% to 85% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol GAIHX
Share Class Class F-3
Index S&P 500 TR
GAIHX had a total return of 9.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.74%.
