C
American Funds Growth Portfolio Class R-2E RBGEX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RBGEX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C
Company Info RBGEX-NASDAQ Click to
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Provider American Funds
Manager/Tenure (Years) Wesley K. Phoa (13), Andrew B. Suzman (13), Michelle J. Black (5), 4 others
Website http://www.americanfunds.com
Fund Information RBGEX-NASDAQ Click to
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Fund Name American Funds Growth Portfolio Class R-2E
Category Aggressive Allocation
Sub-Category Aggressive Allocation
Prospectus Objective Growth
Inception Date Aug 29, 2014
Open/Closed To New Investors Open
Minimum Initial Investment 250.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee --
Dividends and Shares RBGEX-NASDAQ Click to
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Dividend Yield 0.00%
Dividend RBGEX-NASDAQ Click to
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Dividend Yield (Forward) 1.22%
Asset Allocation RBGEX-NASDAQ Click to
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Cash 3.78%
Stock 95.57%
U.S. Stock 73.98%
Non-U.S. Stock 21.59%
Bond 0.01%
U.S. Bond 0.00%
Non-U.S. Bond 0.01%
Preferred 0.52%
Convertible 0.01%
Other Net 0.11%
Price History RBGEX-NASDAQ Click to
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7-Day Total Return 2.34%
30-Day Total Return 5.26%
60-Day Total Return 13.66%
90-Day Total Return 5.65%
Year to Date Total Return 3.95%
1-Year Total Return 14.03%
2-Year Total Return 40.38%
3-Year Total Return 48.29%
5-Year Total Return 72.68%
Price RBGEX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV RBGEX-NASDAQ Click to
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Nav $25.78
1-Month Low NAV $24.22
1-Month High NAV $25.78
52-Week Low NAV $21.09
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $27.34
52-Week High Price (Date) Dec 16, 2024
Beta / Standard Deviation RBGEX-NASDAQ Click to
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Beta 1.01
Standard Deviation 17.20
Balance Sheet RBGEX-NASDAQ Click to
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Total Assets 21.42B
Operating Ratios RBGEX-NASDAQ Click to
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Expense Ratio 1.17%
Turnover Ratio 1.00%
Performance RBGEX-NASDAQ Click to
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Last Bull Market Total Return 16.62%
Last Bear Market Total Return -19.42%