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American Funds Growth and Inc Port R3 RAICX

Analyst rating as of
NAV / 1-Day Return
16.27  /  0.31 %
Total Assets
11.3 Bil
Adj. Expense Ratio
0.970%
Expense Ratio
0.970%
Fee Level
Low
Longest Manager Tenure
8.44 years
Category
US Fund Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.46%
Turnover
1%
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Morningstar’s Analysis

Will RAICX outperform in future?

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

A target-risk series with exceptionally high-quality underlying funds.

Senior Analyst

Summary

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The American Funds Growth and Income target-risk series, available through mutual funds and as model portfolios, uses impressive underlying strategies. Our conviction in the series’ People and Process Pillars are unchanged, but under our new Morningstar Analyst Ratings methodology the Growth and Income and the Moderate Growth and Income strategies’ cheapest share class has been downgraded to Bronze, from Silver, owing to the presence of other highly rated peers. The Conservative Growth and Income strategy’s cheapest share class continues to earn a Silver rating. The other share classes of the series range from Bronze to Neutral.

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