RGWEX Mutual Fund
RGWEX Mutual Fund
American Funds Growth Portfolio Class R-4
RGWEX Mutual Fund Overview
RGWEX Mutual Fund (American Funds Growth Portfolio Class R-4) is managed by American Funds. RGWEX expense ratio is 0.71%, holding 9 positions across sectors including Unknown. Inception date: 2012-05-18.
RGWEX performance shows a YTD return of 10.93%. The 1-year return is 22.12% and the 5-year return is 9.85%. RGWEX dividend yield stands at 5.14%, paid annually.
RGWEX top holdings include American Funds The Growth Fund Of America Class R-6 (24.6%), American Funds Smallcap World Fund Class R-6 (15.1%), New Perspective Fund, Class R-6 (15.0%), Amcap Fund R6 (14.7%), American Funds The New Economy Fund Class R-6 (10.4%). View all RGWEX holdings, sector breakdown, or dividend history.
RGWEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RGWEX alternatives are available via the screener, along with tax-loss harvesting opportunities.