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American Funds Moderate Gr & Inc R-3 RBACX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 17.57  /  +0.57 %
  • Total Assets 13.7 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.90%
  • Turnover 9%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis RBACX

Will RBACX outperform in future?

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

A standout on multiple fronts.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

The American Funds Growth and Income series’ objectives-based approach, exceptional underlying funds, and well-resourced management team make it a strong option for investors seeking a mix of growth and income. The series’ three portfolios (Growth and Income, Moderate Growth and Income, and Conservative Growth and Income) are available as model portfolios, separate accounts, and mutual funds.

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Portfolio Holdings RBACX

  • 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 American Balanced R6

25.03 3.3 Bil

American Funds Global Balanced R6

15.07 2.0 Bil

American Funds Washington Mutual R6

15.00 2.0 Bil

American Funds Capital World Gr&Inc R6

10.08 1.3 Bil

American Funds Income Fund of Amer R6

10.01 1.3 Bil

American Funds New Perspective R6

5.07 667.7 Mil

American Funds SMALLCAP World R6

5.06 665.6 Mil

American Funds Multi-Sector Income R-6

4.95 650.7 Mil

American Funds Strategic Bond R-6

4.88 642.4 Mil

American Funds Bond Fund of Amer R6

4.88 642.4 Mil