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15 important things you should know about GWPBX mutual fund

Updated: September 18, 2020
N/A
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets

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

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

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

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

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

2. What are GWPBX top holdings?

GWPBX has 0 stock holdings and 0 bond holdings.

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

GWPBX has generated the following returns:

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

In the last 10 years, GWPBX had 1 up year and 0 down years. See Performances

5. What is GWPBX dividend yield?

GWPBX yield is %.

6. What is GWPBX minimum initial investment amount?

GWPBX minimum initial investment amount is N/A.

7. What is GWPBX expense ratio?

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

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

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

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

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.

See Taxes

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

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

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

The following are GWPBX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are GWPBX weaknesses from our perspective:

  • <strong>GWPBX net assets</strong> are $0.00 million. This fund is not a popular choice with retail investors.
In the GWPBX review, we covered GWPBX 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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