About RBGEX
American Funds Growth Portfolio Class R-2E is a diversified mutual fund designed for investors seeking long-term capital appreciation. Launched in May 2012, the portfolio primarily invests in U.S. and international equities, with an emphasis on companies poised for growth. As of December 2024, approximately 76% of its assets are allocated to U.S. equities, while around 20% are invested in non-U.S. equities, providing broad exposure to global markets. The fund is comprised of more than 1,200 holdings, reflecting a highly diversified approach across various sectors and industries. Managed by Capital Group, the portfolio aggregates investments from several underlying American Funds, offering participants exposure to large-cap, mid-cap, and small-cap growth companies. Targeted mainly at retirement plan participants, Class R-2E shares feature service and distribution arrangements tailored for workplace retirement plans. The portfolio’s low turnover rate, disciplined management, and substantial asset base—exceeding $20 billion as of late 2024—underscore its significance within the growth mutual fund space as a core growth-oriented holding for long-term investors.
Fund Family Capital Group
Category Allocation--85%+ Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol RBGEX
Share Class Class R-2e
Index S&P 500 TR
RBGEX had a total return of 17.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.40%.
