Skip to Content

American Funds Global Balanced R5 RGBFX

Analyst rating as of
NAV / 1-Day Return
33.67  /  2.01 %
Total Assets
20.5 Bil
Adj. Expense Ratio
0.540%
Expense Ratio
0.540%
Fee Level
Low
Longest Manager Tenure
9.74 years
Category
US Fund World Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.69%
Turnover
60%
Premium

Morningstar’s Analysis

Will RGBFX outperform in future?

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

A strong option for global diversification.

Senior Analyst

Summary

| |

Low fees and solid equity investing give American Funds Global Balanced an edge. The fund earns a Morningstar Analyst Rating of Gold for its four cheapest share classes (which charge just 0.49% to 0.60%), Silver for eight others, and Bronze for the five priciest share classes.

Unlock our full analysis with Morningstar Premium