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American Funds Global Balanced R6 RGBGX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 38.02  /  +0.05 %
  • Total Assets 27.0 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • 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 1.99%
  • Turnover 91%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:56 PM GMT+0

Morningstar’s Analysis RGBGX

Will RGBGX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings RGBGX

  • 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