| 39.34 Net Asset Value | +0.90% 1 Day | +14.53% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | 5.75 Sales Expenses | 0.71% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -1.26% | 3 years | +14.16% | |
| 3 months | +6.87% | 5 years | +4.55% | |
| 1 year | +27.25% | Since inception | +13.61% |
| AGTHX | Category | |
|---|---|---|
| Performance 5-yr return | +4.55% | +5.42% |
| Expense ratio | 0.71% | 1.28% |
| Risk 5 year sharpe ratio | 0.28 | 0.30 |
| Net assets | $123.2B | $2.1B |
| Average market cap | $40.3B | $45.3B |
| Average P/E | 19.0 | 19.9 |
| Portfolio turnover | 18% | 18% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | American Funds |
| Fund manager & tenure | James Drasdo / 27 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 13.10% |
| Industrial materials | 12.71% |
| Energy | 11.94% |
| Healthcare | 10.96% |
| Consumer service | 9.43% |
| GILD Gilead Sciences Inc | 4.36% |
| AMZN Amazon.com Inc | 3.82% |
| GOOG Google, Inc. Class A | 3.12% |
| HD Home Depot, Inc. | 2.61% |
| CMCSA Comcast Corp Class A | 1.98% |
| ORCL Oracle Corporation | 1.77% |
| PM Philip Morris International, Inc. | 1.73% |
| EOG EOG Resources | 1.69% |
| UNH UnitedHealth Group Inc | 1.26% |
| COST Costco Wholesale Corporation | 1.24% |
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