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15 important things you should know about American Funds GGPCX mutual fund

Updated: September 28, 2020
40
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
Bear Case
  • Low net assets
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for GGPCX “stock” price, you can quickly find it out by visiting Finny and typing "GGPCX quote". If you’re looking for a quick scoop on GGPCX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "GGPCX". You’ll get all this info in one place.

Are you looking to buy or sell GGPCX? Or perhaps you’re looking for GGPCX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this GGPCX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: GGPCX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: GGPCX buy or sell; the pros and cons of investing in GGPCX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to GGPCX.

And here is the list of questions we’ll answer:

  1. Describe American Funds Portfolio Series: American Funds Global Growth Portfolio; Class C Shares (GGPCX).
  2. What are GGPCX holdings?
  3. What is GGPCX performance? What are GGPCX historical returns?
  4. How many up and down years did GGPCX have historically?
  5. What is GGPCX dividend yield?
  6. What is GGPCX minimum initial investment amount?
  7. What is GGPCX expense ratio?
  8. Does GGPCX have any sales loads or 12b-1 distribution expenses?
  9. What is GGPCX tax efficiency (tax-cost ratio)?
  10. What is GGPCX beta? How would you assess GGPCX risk?
  11. What is GGPCX Sharpe ratio?
  12. What is GGPCX Finny Score? GGPCX buy or sell?
  13. What are the pros of investing in GGPCX? What are GGPCX buy reasons?
  14. What are the cons of investing in GGPCX? What are GGPCX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Funds Portfolio Series: American Funds Global Growth Portfolio; Class C Shares (GGPCX).

The Fund seeks to provide long term growth of capital. The Fund will typically have significant exposure to issuers domiciled outside the United States. The Fund will consist of growth funds. The Fund may also have exposure to small capitalization issuers and issuers domiciled in emerging markets.

2. What are GGPCX top holdings?

GGPCX has 0 stock holdings and 0 bond holdings.

The top 6 holdings represent 100.04% of total assets. Here are the top holdings:

Name Symbol % Assets
American Funds Europacific Growth R6 RERGX 24.94%
American Funds New Perspective R6 RNPGX 20.09%
American Funds Capital World Gr&Inc R6 RWIGX 15.09%
American Funds Growth Fund of Amer R6 RGAGX 15.08%
American Funds Fundamental Invs R6 RFNGX 15.02%
American Funds SMALLCAP World R6 RLLGX 9.82%

3. What is GGPCX performance? What are GGPCX historical returns?

GGPCX has generated the following returns:

  • 1-month return is -1.40%;
  • 3-month return is 8.13%;
  • 1-year return is 15.35%;
  • 3-year return is 8.57%;
  • 5-year return is 10.26%.

4. How many up and down years did GGPCX have historically?

In the last 10 years, GGPCX had 8 up years and 2 down years.

GGPCX up and down years

5. What is GGPCX dividend yield?

GGPCX yield is 0.17%.

6. What is GGPCX minimum initial investment amount?

GGPCX minimum initial investment amount is $1.00K.

7. What is GGPCX expense ratio?

GGPCX expense ratio is 1.58%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

GGPCX expenses

8. Does GGPCX have any sales loads or 12b-1 distribution expenses?

GGPCX 12b-1 distribution fee is 1. GGPCX front-end sales load is 0. GGPCX back-end sales load is 1.

9. What is GGPCX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.97%;
  • 3-year ax cost ratio is 1.12%.
GGPCX tax costs

10. What is GGPCX beta? How would you assess GGPCX risk?

  • 3-year beta is 1.00;
  • 5-year beta is 0.95.
GGPCX Beta

11. What is GGPCX Sharpe ratio?

  • 3-year Sharpe ratio is 0.43;
  • 5-year Sharpe ratio is 0.47.
GGPCX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 40. Our quantitative analysis shows 2 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 40.

13. What are the pros of investing in GGPCX? What are GGPCX buy reasons?

The following are GGPCX strengths from our perspective:

  • <strong>GGPCX 3-year return</strong> is 8.57%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.71%.
  • <strong>GGPCX 5-year return</strong> is 10.26%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 9.37%.

14. What are the cons of investing in GGPCX? What are GGPCX negatives?

The following are GGPCX weaknesses from our perspective:

  • <strong>GGPCX net assets</strong> are $407.70 million. This fund is not a popular choice with retail investors.
  • <strong>GGPCX expense ratio</strong> is 1.58%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the GGPCX review, we covered GGPCX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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