Investment Test Drive

RBGEX American Funds Growth Portfolio R2E

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund RBGEX American Funds Growth Portfolio R2E MINVX Madison Investors Y MYIFX Monetta Young Investor  
100% 87% 85%
Annual Fees
(1.30% Exp. Ratio)
(0.95% Exp. Ratio)
(1.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$35,016.09 $38,939.24 $35,768.83
Est. savings over 30 yrs +$3,923.15 +$752.74
As of 9/30/16
1 YR RETURN 12.35%
3 YR 7.41%
5 YR --
10 YR --
1 YR RETURN 16.56%
3 YR 10.96%
5 YR 15.32%
10 YR 6.57%
1 YR RETURN 12.56%
3 YR 8.94%
5 YR 14.57%
10 YR --
The investment seeks to provide long-term growth of capital. The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. The fund will typically have significant exposure to issuers domiciled outside the United States. It may also have exposure to smaller capitalization issuers and issuers domiciled in emerging markets.
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in the common stock of established, high-quality, growth companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such securities. The fund may also invest up to 25% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.
The investment seeks long-term capital growth. The fund invests approximately 50% of its assets in exchange-traded funds ("ETFs") and other funds that seek to track the S&P 500 Index or other broad-based market indices that primarily include stocks of large capitalization U.S. companies. The balance of the fund is directly invested in common stocks of companies of all market capitalization ranges and is diversified among industries and market sectors.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!