Nasdaq - Delayed Quote USD
American Funds Growth Portfolio (RGSFX)
21.58
-0.25
(-1.15%)
At close: 8:02:10 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.03% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -13.82% |
| 5y Average Return | 12.20% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.35 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RGSFX | Category Average | RGSFX | Category Average | RGSFX | Category Average | |
| Alpha | 3.53 | -0.03 | 3.48 | -0.02 | 2.03 | -0.01 |
| BETA | 1.35 | 0.02 | 1.45 | 0.02 | 1.49 | 0.02 |
| Mean Annual Return | 0.68 | 0.01 | 1.29 | 0.01 | 0.89 | 0.01 |
| R-squared | 87.51 | 0.95 | 88.74 | 0.94 | 90.54 | 0.92 |
| Standard Deviation | 18.13 | 0.19 | 17.85 | 0.15 | 15.8 | 0.14 |
| Sharpe Ratio | 0.2 | 0.01 | 0.71 | 0.01 | 0.55 | 0.01 |
| Treynor Ratio | 1.55 | 0.08 | 8.31 | 0.08 | 5.27 | 0.06 |
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