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Morningstar

American Funds Global Balanced R3 RGBCX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 36.33  /  +0.06 %
  • Total Assets 27.0 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 1.35%
  • Turnover 91%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 9:57 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RGBCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RGBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RGBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Greg Carlson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RGBCX

More RGBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

6.28 1.7 Bil
Cash and Equivalents

Broadcom Inc

3.98 1.1 Bil
Technology

Microsoft Corp

3.39 940.4 Mil
Technology

Cap Grp Cent Fd Ser Ii

2.38 659.4 Mil
—

Canadian Natural Resources Ltd

1.81 501.0 Mil
Energy

Abbott Laboratories

1.80 498.1 Mil
Healthcare

Meta Platforms Inc Class A

1.68 466.3 Mil
Communication Services

RTX Corp

1.36 375.6 Mil
Industrials

Sanofi SA

1.26 350.4 Mil
Healthcare

United States Treasury Notes 4%

1.07 296.4 Mil
Government