American Funds Growth Portfolio Class R-2
RGWBX
NASDAQ
| Weiss Ratings | RGWBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | RGWBX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | Wesley K. Phoa (12), Andrew B. Suzman (12), Michelle J. Black (5), 4 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | RGWBX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Growth Portfolio Class R-2 | |||
| Category | Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Growth | |||
| Inception Date | May 18, 2012 | |||
| 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 | RGWBX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | RGWBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.19% | |||
| Asset Allocation | RGWBX-NASDAQ | Click to Compare |
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| Cash | 2.60% | |||
| Stock | 96.83% | |||
| U.S. Stock | 75.43% | |||
| Non-U.S. Stock | 21.40% | |||
| Bond | 0.01% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.01% | |||
| Preferred | 0.45% | |||
| Convertible | 0.01% | |||
| Other Net | 0.10% | |||
| Price History | RGWBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.58% | |||
| 30-Day Total Return | 2.69% | |||
| 60-Day Total Return | -0.66% | |||
| 90-Day Total Return | -5.36% | |||
| Year to Date Total Return | -1.35% | |||
| 1-Year Total Return | 10.43% | |||
| 2-Year Total Return | 38.95% | |||
| 3-Year Total Return | 36.06% | |||
| 5-Year Total Return | 80.72% | |||
| Price | RGWBX-NASDAQ | Click to Compare |
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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 | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | RGWBX-NASDAQ | Click to Compare |
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| Nav | $24.01 | |||
| 1-Month Low NAV | $20.68 | |||
| 1-Month High NAV | $24.01 | |||
| 52-Week Low NAV | $20.68 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.86 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | RGWBX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 16.84 | |||
| Balance Sheet | RGWBX-NASDAQ | Click to Compare |
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| Total Assets | 19.92B | |||
| Operating Ratios | RGWBX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.46% | |||
| Turnover Ratio | 1.00% | |||
| Performance | RGWBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.40% | |||
| Last Bear Market Total Return | -19.46% | |||