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American Funds Growth Portfolio R5 RGWFX

Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 19.52  /  0.91 %
  • Total Assets 13.8 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Allocation—85%+ Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.59%
  • Turnover 2%

Morningstar’s Analysis RGWFX

Will RGWFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Improved team resources lead to an upgrade.

Summary

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The team overseeing the American Funds Growth series of portfolios has continued to improve its approach to building model portfolios, and increased resources position it well for success in the future. Its People rating has been upgraded to High from Above Average, and the model portfolios and mutual funds’ cheapest share classes receive a Morningstar Analyst Rating upgrade to Gold from Silver. Its more-expensive share classes range from Silver to Bronze.

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