- What does GWPEX invest in?
- The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. It will typically have significant exposure to issuers domiciled outside the United States. The fund may also have exposure to smaller capitalization issuers and issuers domiciled in emerging markets.
- What is the expense ratio of GWPEX?
- American Funds Growth Portfolio F2 (GWPEX) charges an expense ratio of 0.47%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is GWPEX?
- American Funds Growth Portfolio F2 (GWPEX) manages $28.22B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is GWPEX actively managed or an index fund?
- GWPEX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was GWPEX launched?
- American Funds Growth Portfolio F2 (GWPEX) launched in May 2012 and is managed by Capital Group.
- How has GWPEX performed?
- GWPEX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
