GWPEX Mutual Fund

GWPEX Mutual Fund (American Funds Growth Portfolio Class F-2) is managed by American Funds. GWPEX expense ratio is 0.47%, holding 10 positions across various sectors. Inception date: 2012-05-18.

GWPEX performance shows a YTD return of 9.38%. The 1-year return is 13.54% and the 5-year return is 9.08%. GWPEX dividend yield stands at 5.39%, paid annually.

GWPEX top holdings include Growth Fund Of America (The) R6 (Gfa Cl R6) (20.9%), American Funds New Perspective Fund Class R-6 (14.9%), Smallcap World Fund Inc R6 (14.8%), American Funds Fundamental Investors Class R-6 (10.1%), New Economy Fund (The) R6 (Nef Cl R6) (10.1%). Go to all GWPEX holdings, GWPEX sectors, or GWPEX dividends.

GWPEX can be compared against other funds. Use GWPEX overlap to find shared positions, or GWPEX vs another fund for a side-by-side view. GWPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.