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RGWAX American Funds Growth Portfolio R1

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Fund RGWAX American Funds Growth Portfolio R1 PRSGX T. Rowe Price Spectrum Growth MINVX Madison Investors Y  
100% 92% 87%
Annual Fees
(1.55% Exp. Ratio)
(0.79% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$32,459.97 $40,882.73 $38,950.30
Est. savings over 30 yrs +$8,422.77 +$6,490.34
As of 9/30/16
1 YR RETURN 11.88%
3 YR 6.87%
5 YR --
10 YR --
1 YR RETURN 13.19%
3 YR 7.32%
5 YR 13.67%
10 YR 6.54%
1 YR RETURN 16.56%
3 YR 10.96%
5 YR 15.32%
10 YR 6.57%
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 and growth of income with current income as a secondary objective. The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. The fund, which normally invests in a variety of domestic and international equity funds and, from time to time, a money market fund, seeks to maintain broad exposure to several markets in an attempt to reduce the impact of markets that are declining and to benefit from good performance in particular market segments over time.
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.

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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.

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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.


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