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American Funds Growth Portfolio R4 (RGWEX)

26.28
+0.15
+(0.57%)
At close: 8:02:09 PM EDT
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  • Previous Close 26.13
  • YTD Return -3.67%
  • Expense Ratio 0.71%
  • Category Allocation--85%+ Equity
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 19.92B
  • Beta (5Y Monthly) 1.31
  • Yield 0.48%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.12
  • Inception Date Oct 30, 2020

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. It will typically have significant exposure to issuers domiciled outside the United States. The fund may also have exposure to smaller capitalization issuers and issuers domiciled in emerging markets.

American Funds

Fund Family

Allocation--85%+ Equity

Fund Category

19.92B

Net Assets

2020-10-30

Inception Date

Performance Overview: RGWEX

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Trailing returns as of 5/16/2025. Category is Allocation--85%+ Equity.

YTD Return

RGWEX
3.67%
Category
13.38%
 

1-Year Return

RGWEX
10.19%
Category
40.77%
 

3-Year Return

RGWEX
11.08%
Category
13.59%
 

5-Year Return

RGWEX
12.27%
Category
13.52%
 

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Holdings: RGWEX

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Sector Weightings

SectorRGWEX
Technology   28.75%
Industrials   13.63%
Healthcare   13.07%
Energy   1.78%
Utilities   1.09%
Real Estate   0.83%

Recent News: RGWEX

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Research Reports: RGWEX

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