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American Funds Growth and Income Portfolio (RGQFX)

19.92 +0.08 (+0.40%)
At close: November 22 at 8:01 PM EST
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DELL
  • Previous Close 19.84
  • YTD Return 13.72%
  • Expense Ratio 0.49%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 18.38B
  • Beta (5Y Monthly) 1.10
  • Yield 1.99%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 0.23
  • Inception Date Oct 30, 2020

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

American Funds

Fund Family

Allocation--70% to 85% Equity

Fund Category

18.38B

Net Assets

2020-10-30

Inception Date

Performance Overview: RGQFX

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Trailing returns as of 11/22/2024. Category is Allocation--70% to 85% Equity.

YTD Return

RGQFX
13.72%
Category
11.35%
 

1-Year Return

RGQFX
29.26%
Category
32.83%
 

3-Year Return

RGQFX
5.04%
Category
11.75%
 

5-Year Return

RGQFX
10.36%
Category
11.53%
 

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Holdings: RGQFX

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Top 10 Holdings (95.10% of Total Assets)

SymbolCompany% Assets
RICGX
RICGX 20.17%
RWIGX
RWIGX 14.98%
RWMGX
RWMGX 10.09%
RLBGX
RLBGX 10.02%
RIRGX
RIRGX 10.00%
RLLGX
RLLGX 7.95%
RGAGX
RGAGX 7.05%
RMDUX
RMDUX 4.96%
RGLGX
RGLGX 4.94%
RBFGX
RBFGX 4.94%

Sector Weightings

SectorRGQFX
Technology   23.73%
Industrials   13.59%
Healthcare   13.59%
Energy   4.18%
Utilities   2.82%
Real Estate   1.57%

Recent News: RGQFX

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Research Reports: RGQFX

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