American Funds Global Balanced remains a well-diversified, solid option for balanced worldwide stock and bond exposure.
American Funds Global Balanced Fund Class R-6 RGBGX
- NAV / 1-Day Return 41.97 / −1.78 %
- Total Assets 32.4B
-
Adj. Expense Ratio
0.470%
- Expense Ratio 0.480%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Global Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.48%
- Turnover 50%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 12:11 AM GMT+0
Morningstar’s Analysis RGBGX
Will RGBGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the RGBGX 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 RGBGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Capital Group Central Cash Fund | 7.21 | 2B | Cash and Equivalents |
Taiwan Semiconductor Manufacturing Co Ltd | 2.66 | 818M | Technology |
Broadcom Inc | 2.59 | 796M | Technology |
Canadian Natural Resources Ltd | 2.27 | 698M | Energy |
NVIDIA Corp | 2.08 | 638M | Technology |
Microsoft Corp | 1.99 | 611M | Technology |
RTX Corp | 1.73 | 531M | Industrials |
Eli Lilly and Co | 1.42 | 437M | Healthcare |
Cap Grp Cent Fd Ser Ii | 1.40 | 429M | — |
B3 SA - Brasil Bolsa Balcao | 1.32 | 406M | Financial Services |
United States