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Mutual Fund Insights: American Funds Growth Fund of Amer R4 Fund (RGAEX)

In-depth Analysis of American Funds Growth Fund of Amer R4 Fund (RGAEX)

Mutual fund chart: American Funds Growth Fund of Amer R4 Fund (RGAEX)

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See American Funds Growth Fund of Amer R4 Fund (RGAEX) performance details as of January 31, 2010

  

    Last Trade: $28.18 on 3/17/2010, Change: +0.16 (0.57%)
Experiment our closing price forecasting tool for American Funds Growth Fund of Amer R4 Fund (RGAEX) (alpha release)

  

Fund Manager - James E. Drasdo

Fund Manager Tenure: 24.4 years   [Similar Funds: RGAAX  RGABX  RGACX  RGAFX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Drasdo is a senior vice president, director, and portfolio manager with Capital Research and Management Company. He has been a investment professional for 35 years in total. Drasdo has been with the company for 29 years.  Get more insights on James E. Drasdo

  

What we like about American Funds Growth Fund of Amer R4 Fund (RGAEX) What we like about American Funds Growth Fund of Amer R4 Fund (RGAEX)

Data for American Funds Growth Fund of Amer R4 Fund (RGAEX) as of January 31, 2010

  • American Funds Growth Fund of Amer R4 Fund (RGAEX) management has been with American Funds Growth Fund of Amer R4 Fund for 24.4 years
  • American Funds Growth Fund of Amer R4 Fund (RGAEX) has good short-term performance (1-year return 36.01% vs 35.76% Large Growth category average)
  • American Funds Growth Fund of Amer R4 Fund (RGAEX) has good mid-term performance (3-year return -5.05% vs -5.20% Large Growth category average)
  • American Funds Growth Fund of Amer R4 Fund (RGAEX) has good Long-term performance (5-year return 2.44% vs 0.87% Large Growth category average)
  • American Funds Growth Fund of Amer R4 Fund (RGAEX) ratio of up-years vs down years is greater than 2
  • American Funds Growth Fund of Amer R4 Fund (RGAEX) has a Morningstar rating of 4 and above
  • American Funds Growth Fund of Amer R4 Fund (RGAEX) has an annual stock turnover rate of 38.00% vs Large Growth average of 109.93%. It is good that American Funds Growth Fund of Amer R4 management does not trade extensively for its return.
  • American Funds Growth Fund of Amer R4 Fund (RGAEX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.76, lower than category average of 21.28
  • American Funds Growth Fund of Amer R4 Fund (RGAEX) has a lower management fee than its Large Growth average: 0.70% vs 1.33%

  

What we are cautious about American Funds Growth Fund of Amer R4 Fund (RGAEX) What we are cautious about American Funds Growth Fund of Amer R4 Fund (RGAEX)

Data for American Funds Growth Fund of Amer R4 Fund (RGAEX) as of January 31, 2010

  • American Funds Growth Fund of Amer R4 Fund (RGAEX) is less safe compared to its Large Growth peers
  • American Funds Growth Fund of Amer R4 Fund (RGAEX) does not have a good risk adjusted return as its 3-year Alpha of 1.97 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.26
  • Even though American Funds Growth Fund of Amer R4 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See American Funds Growth Fund of Amer R4 Fund (RGAEX) performance details as of January 31, 2010

  

  

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American Funds Growth Fund of Amer R4 Fund (RGAEX) Net Asset

Track net asset change of American Funds Growth Fund of Amer R4 fund (RGAEX)

DateNet Asset
01/2010$17.03B
11/2009$16.57B
10/2009$16.75B
More historic net asset information on American Funds Growth Fund of Amer R4 Fund (RGAEX)

  

American Funds Growth Fund of Amer R4 Fund (RGAEX) Portfolio Allocation

Track portfolio allocation change of American Funds Growth Fund of Amer R4 fund (RGAEX)

DateCashStockBondOther
09/20097.65%88.89%3.45%0.01%
06/200912.56%85.33%2.11%0.01%
03/200914.68%83.16%2.14%0.02%
Click here to see more historic asset allocation information on American Funds Growth Fund of Amer R4 Fund (RGAEX)

  

Most Recent Top 10 Holdings in American Funds Growth Fund of Amer R4 Fund (RGAEX)

Discover what American Funds Growth Fund of Amer R4 Fund (RGAEX) manager is buying

30-Sep-09
Microsoft Corporation [3.28%]
Google Inc. [3.23%]
Oracle Corporation [2.94%]
Apple Inc. [2.12%]
Cisco Systems, Inc. [1.63%]
PHILIP MORRIS INTL [1.37%]
BK OF AMERICA CP [1.3%]
MEDTRONIC INC [1.26%]
COCA COLA CO THE [1.23%]
JP MORGAN CHASE CO [1.15%]

30-Jun-09
Microsoft Corporation [3.28%]
Google Inc. [3.23%]
Oracle Corporation [2.94%]
Apple Inc. [2.12%]
Cisco Systems, Inc. [1.63%]
PHILIP MORRIS INTL [1.37%]
BK OF AMERICA CP [1.3%]
MEDTRONIC INC [1.26%]
COCA COLA CO THE [1.23%]
JP MORGAN CHASE CO [1.15%]

31-Mar-09
Google Inc. [3.96%]
Oracle Corporation [2.98%]
Cisco Systems, Inc. [2.46%]
Apple Inc. [2.44%]
Microsoft Corporation [2.24%]
PHILIP MORRIS INTL [1.37%]
Roche Holding AG [1.36%]
Berkshire Hathaway Inc. A [1.17%]
Yahoo! Inc. [1.11%]
EMC Corp. (MA) [1.11%]
Click here for Stock Holding Change Map in American Funds Growth Fund of Amer R4 Fund (RGAEX)

  

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