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.
Will RGBFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RGBFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the RGBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of RGBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.