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.
American Funds Global Balanced R5 RGBFX
NAV / 1-Day Return
38.07
/
0.08
%
Total Assets
24.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.540%
Expense Ratio
0.540%
Fee Level
Low
Longest Manager Tenure
9.99
years
Category
World Allocation
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.50%
Turnover
83%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will RGBFX 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 RGBFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of RGBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A strong option for global diversification.
