The team overseeing the American Funds Growth series of portfolios harnesses the firm’s standout lineup of equity funds to build thoughtful, mostly growth-equity portfolios. The model portfolios and cheapest mutual fund shares earn a Morningstar Analyst Rating of Silver, while the priciest fund share classes get Bronze.
American Funds Growth Portfolio R5 RGWFX
NAV / 1-Day Return
26.71
/
1.87
%
Total Assets
15.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.420%
Expense Ratio
0.420%
Fee Level
Low
Longest Manager Tenure
9.34
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
250
Status
Open
TTM Yield
0.58%
Turnover
30%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will RGWFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RGWFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the RGWFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of RGWFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A treasure trove of underlying funds for the growth-minded investor.
