Morningstar

American Funds Global Growth Port R3 RGLCX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 23.71  /  +1.20 %
  • Total Assets 6.3 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.63%
  • Turnover 9%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis RGLCX

Will RGLCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RGLCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RGLCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RGLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A topnotch pick for growth-seeking investors.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

A skilled team oversees American Funds Growth series’ thoughtful, objectives-based approach. It remains a strong option for investors seeking capital appreciation and exposure to growth stocks. The series’ three portfolios are made available through model portfolios and separate accounts, with the Growth and Global Growth portfolios also offered as mutual funds.

by Stephen Margaria
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Portfolio Holdings RGLCX

More RGLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds New Perspective R6

20.08 1.2 Bil
—

American Funds New Economy R6

15.32 928.0 Mil
—

American Funds Growth Fund of Amer R6

15.31 927.3 Mil
—

American Funds Capital World Gr&Inc R6

14.91 903.3 Mil
—

American Funds SMALLCAP World R6

14.72 891.5 Mil
—

American Funds Europacific Growth R6

7.78 471.4 Mil
—

American Funds New World R6

6.90 417.9 Mil
—

American Funds Global Insight R-6

4.99 302.4 Mil
—

Cash And Other Assets Less Liablities

−0.03 −1.8 Mil
Cash and Equivalents

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