Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.39% 0.07% 5.167B 1.348M
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.37% 33.00% 2.209B Upgrade

Basic Info

Investment Strategy
The investment seeks to provide 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 common stocks and other securities of issuers domiciled outside the United States. The fund relies on the professional judgment of its investment adviser to make decisions about the fund’s portfolio investments. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Capital Group
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Alan Wilson 2.11 yrs
Andraz Razen 2.11 yrs
Anne-Marie Peterson 2.11 yrs
Irfan Furniturewala 2.11 yrs
Mark Casey 2.11 yrs
Paul Benjamin 2.11 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
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As of April 25, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
42.18%
7.97%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.30%
27.18%
-0.22%
30.93%
33.32%
31.95%
-29.48%
29.96%
8.13%
--
--
--
--
27.45%
-32.52%
55.01%
3.82%
27.22%
-0.19%
30.77%
33.19%
31.80%
-29.52%
29.84%
7.92%
29.95%
-1.65%
35.86%
38.26%
27.43%
-29.31%
42.60%
6.37%
As of April 25, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash -0.14% Upgrade Upgrade
Stock 99.15% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 1.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide 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 common stocks and other securities of issuers domiciled outside the United States. The fund relies on the professional judgment of its investment adviser to make decisions about the fund’s portfolio investments. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Capital Group
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Alan Wilson 2.11 yrs
Andraz Razen 2.11 yrs
Anne-Marie Peterson 2.11 yrs
Irfan Furniturewala 2.11 yrs
Mark Casey 2.11 yrs
Paul Benjamin 2.11 yrs

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