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American Funds Global Balanced R3 RGBCX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 38.09  /  +0.50 %
  • Total Assets 26.0 Bil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.42%
  • Turnover 91%

USD | NAV as of Jul 22, 2024 | 1-Day Return as of Jul 22, 2024, 10:16 PM GMT+0

Morningstar’s Analysis RGBCX

Will RGBCX outperform in future?

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

A solid choice.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

The team’s strength in equity investing makes American Funds Global Balanced and American Funds IS Global Balanced solid choices.

Rated on Published on

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Portfolio Holdings RGBCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

6.71 1.7 Bil
Cash and Equivalents

Microsoft Corp

3.24 829.1 Mil
Technology

Broadcom Inc

2.95 755.8 Mil
Technology

Meta Platforms Inc Class A

1.75 447.9 Mil
Communication Services

Canadian Natural Resources Ltd

1.58 403.6 Mil
Energy

RTX Corp

1.53 392.6 Mil
Industrials

Apple Inc

1.40 357.8 Mil
Technology

Sanofi SA

1.30 331.7 Mil
Healthcare

Freeport-McMoRan Inc

1.29 330.5 Mil
Basic Materials

Novo Nordisk A/S Class B

1.18 302.2 Mil
Healthcare