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CGPBX American Funds Growth Portfolio 529B

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Fund CGPBX American Funds Growth Portfolio 529B PRSGX T. Rowe Price Spectrum Growth FDSSX Fidelity® Stock Selec All Cp  
100% 92% 85%
Annual Fees
(1.64% Exp. Ratio)
(0.79% Exp. Ratio)
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$31,533.95 $40,821.25 $41,568.41
Est. savings over 30 yrs +$9,287.30 +$10,034.46
As of 10/31/16
1 YR RETURN 2.44%
3 YR 4.79%
5 YR --
10 YR --
1 YR RETURN 3.38%
3 YR 5.24%
5 YR 10.70%
10 YR 5.99%
1 YR RETURN 3.71%
3 YR 7.15%
5 YR 12.49%
10 YR 6.01%
The investment seeks to provide long-term growth of capital. The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. The fund will typically have significant exposure to issuers domiciled outside the United States. It may also have exposure to smaller capitalization issuers and issuers domiciled in emerging markets.
The investment seeks long-term capital appreciation and growth of income with current income as a secondary objective. The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. The fund, which normally invests in a variety of domestic and international equity funds and, from time to time, a money market fund, seeks to maintain broad exposure to several markets in an attempt to reduce the impact of markets that are declining and to benefit from good performance in particular market segments over time.
The investment seeks growth of capital. The fund normally invests at least 80% of assets in stocks and primarily in common stocks. It allocates the fund's assets among sector central funds that provide exposure to different sectors of the U.S. stock market which include consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, telecom services, and utilities. Sector central funds are specialized investment vehicles designed to be used by Fidelity Funds. The fund invests in the sector central funds of domestic and foreign issuers, and in "growth" and/or "value" stocks.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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