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American Funds Growth Portfolio (RGSFX)

21.89
-1.31
(-5.65%)
At close: April 4 at 8:02:09 PM EDT
Loading Chart for RGSFX
  • Previous Close 23.20
  • YTD Return -5.05%
  • Expense Ratio 0.52%
  • Category Allocation--85%+ Equity
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 19.55B
  • Beta (5Y Monthly) 1.35
  • Yield 0.68%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.17
  • Inception Date Jan 27, 2017

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

19.55B

Net Assets

2017-01-27

Inception Date

Performance Overview: RGSFX

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Trailing returns as of 4/3/2025. Category is Allocation--85%+ Equity.

YTD Return

RGSFX
5.05%
Category
13.38%
 

1-Year Return

RGSFX
3.94%
Category
40.77%
 

3-Year Return

RGSFX
6.71%
Category
13.59%
 

5-Year Return

RGSFX
14.83%
Category
13.52%
 

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Holdings: RGSFX

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Sector Weightings

SectorRGSFX
Technology   27.23%
Healthcare   14.64%
Industrials   14.41%
Energy   1.98%
Utilities   1.13%
Real Estate   0.83%

Recent News: RGSFX

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Research Reports: RGSFX

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