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American Funds Growth Portfolio Class R-4: (MF: RGWEX)

(NASDAQ Mutual Funds) As of Aug 5, 2026 05:30 PM ET

$32.38 USD

+0.04 (0.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 11.65 35
3 months 18.32 22
6 months 11.65 35
1 Year 22.10 31
3 Year 20.91 20
5 Year 10.05 43
10 Year 13.60 43

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jun 30, 2026

1 Year 22.10
5 Year 10.04
10 Year 13.60
Since Inception 13.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.63 18.32 NA NA
2025 -5.08 16.07 6.12 3.04
2024 9.99 2.32 5.53 1.17
2023 8.97 8.07 -3.71 13.55
2022 -11.04 -19.33 -4.20 6.37
2021 3.67 7.88 0.19 5.81

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.6520.4720.1628.77-26.8718.5825.3727.22-6.6025.097.49
% Total Return Rel to Index -0.122.25-4.852.52-8.66-10.096.97-4.26-2.203.29-4.44
% Total Return Rel to Peer 2.147.760.775.77-7.17-3.475.45-1.190.264.41-0.32
% Perf Quintile vs Peer* 2.001.003.002.004.004.002.004.003.002.003.00
% Dividends 0.000.100.120.150.060.000.100.160.150.120.14
% Yield 0.000.320.430.420.310.000.400.760.900.630.89
Capital Gains ($) 0.001.551.360.201.690.900.680.940.830.490.50
Expense Ratio 0.350.340.340.340.340.350.360.360.360.360.38

* 1 = Top 20%, 5 = Bottom 20%