The team’s strength in equity investing makes American Funds Global Balanced and American Funds IS Global Balanced solid choices.
- NAV / 1-Day Return 32.79 / 0.73 %
- Total Assets 24.9 Bil
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Adj. Expense Ratio
- Expense Ratio 0.530%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Global Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.98%
- Turnover 61%
Morningstar’s Analysis RGBFX
Will RGBFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 160
- Bond Holdings 586
- Other Holdings 10
- % Assets in Top 10 Holdings 17.4