Morningstar

American Funds Growth Portfolio Class R-2 RGWBX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 30.28  /  +0.56 %
  • Total Assets 28.2B
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.090%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Small
  • Category Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.00
  • Turnover 1%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RGWBX

Will RGWBX outperform in the 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 RGWBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RGWBX 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 RGWBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Built for growth.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

The American Funds Growth series is overseen by a top management team that applies a measured, objectives-based approach. The series’ three portfolios are made available through model portfolios and separate accounts, with the Growth and Global Growth portfolios also offered as mutual funds.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings RGWBX

More RGWBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Growth Fund of Amer R6

24.52 6B
—

American Funds SMALLCAP World R6

15.49 4B
—

American Funds New Perspective R6

14.96 4B
—

American Funds AMCAP R6

14.53 3B
—

American Funds Fundamental Invs R6

10.31 2B
—

American Funds New Economy R6

10.24 2B
—

American Funds Invmt Co of Amer R6

9.97 2B
—

Cash And Other Assets Less Liablities

−0.03 −8M
Cash and Equivalents

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