RGWEX Mutual Fund

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 various sectors. Inception date: 2012-05-18.

RGWEX performance shows a YTD return of 7.77%. The 1-year return is 17.05% and the 5-year return is 9.20%. RGWEX dividend yield stands at 5.29%, paid annually.

RGWEX top holdings include Growth Fund Of America (the) R6 (gfa Cl R6) (21.1%), Smallcap World Fund Inc R6 (15.2%), New Perspective Fund, Class R-6 (14.7%), American Funds New Economy R6 (10.6%), American Funds Fundamental Investors (10.0%). Go to all RGWEX holdings, RGWEX sectors, or RGWEX dividends.

RGWEX can be compared against other funds. Use RGWEX overlap to find shared positions, or RGWEX vs another fund for a side-by-side view. RGWEX alternatives are available via the screener, along with tax-loss harvesting opportunities.