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American Funds Conservative Growth and Income Portfolio (RGOFX)

12.97
-0.05
(-0.38%)
As of 8:07:10 AM EDT. Market Open.
Loading Chart for RGOFX
  • Previous Close 13.02
  • YTD Return 2.62%
  • Expense Ratio 0.43%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 8.06B
  • Beta (5Y Monthly) 0.78
  • Yield 4.01%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.11
  • Inception Date Oct 30, 2020

The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will typically seek to generate income from their investments and may include growth-and-income, equity-income, balanced and fixed income funds. Through its investments in the underlying funds, the fund will have significant exposure to dividend-paying stocks. It will seek exposure to investments outside the United States,including in emerging markets.

American Funds

Fund Family

Allocation--30% to 50% Equity

Fund Category

8.06B

Net Assets

2020-10-30

Inception Date

Performance Overview: RGOFX

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Trailing returns as of 4/16/2025. Category is Allocation--30% to 50% Equity.

YTD Return

RGOFX
2.62%
Category
5.91%
 

1-Year Return

RGOFX
8.53%
Category
18.59%
 

3-Year Return

RGOFX
5.06%
Category
8.56%
 

5-Year Return

RGOFX
9.00%
Category
7.44%
 

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Holdings: RGOFX

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Sector Weightings

SectorRGOFX
Technology   19.41%
Healthcare   12.41%
Industrials   11.15%
Energy   5.93%
Utilities   5.88%
Real Estate   3.41%

Recent News: RGOFX

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Research Reports: RGOFX

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