About RGRLX
RBC Global Equity Leaders Fund Class R6 is an actively managed mutual fund designed to provide long-term capital growth by investing in a concentrated portfolio of global equities. The fund primarily targets mid- to large-cap companies recognized as current or emerging leaders within their respective industries, drawing from both developed and emerging markets. Its investment approach focuses on holding a select number of 20 to 40 stocks at a time, emphasizing quality and market leadership potential. The fund's sector allocation includes technology, healthcare, consumer cyclical, financial services, and industrials, with notable positions in companies such as Microsoft, Amazon, NVIDIA, and UnitedHealth Group. Typically, over 40% of the fund’s assets are concentrated in its top 10 holdings, underscoring its conviction-led strategy. The Class R6 shares are structured for retirement plan investors, offering a below-average expense ratio relative to its peer group and a large-blend equity style. The fund plays a significant role in providing diversified, global equity exposure to institutional and retirement-focused investors seeking participation in global market leaders.
Fund Family RBC Global Asset Management.
Category World Large-Stock Blend
Stock Exchange NASDAQ
Ticker Symbol RGRLX
Share Class Class R6
Index MSCI AC World NR USD
RGRLX had a total return of 14.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.27%.
