About RGNFX
American Funds Growth and Income Portfolio Class R-5 is an open-end mutual fund designed to deliver a blend of long-term capital growth and current income. Its primary function is to serve as a core investment option for retirement plans and long-term investors seeking a single, diversified solution. The fund achieves its objectives by investing in a carefully selected mix of underlying American Funds, most notably in the growth, growth-and-income, equity-income, and balanced fund categories, with additional allocations to fixed income funds. This multi-manager, multi-asset structure provides exposure to both U.S. and international equities across sectors such as information technology, industrials, financials, and healthcare, as well as U.S. and non-U.S. bonds. The result is a portfolio that targets growth through equity holdings while generating income from dividend-paying stocks and bond investments. Managed by Capital Research and Management Company, the fund is recognized for its disciplined approach, low annual expense ratio, and flexibility to adjust allocations based on market conditions. This makes it a significant offering for investors prioritizing both growth potential and income within a diversified, professionally managed vehicle.
Fund Family Capital Group
Category Allocation--70% to 85% Equity
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RGNFX
Share Class Class R-5
Index S&P 500 TR
RGNFX had a total return of 17.46% in the past year, including dividends.
Since the fund's inception, the average annual return has been 10.89%.
