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Nasdaq - Delayed Quote USD

American Funds Moderate Growth and Income Portfolio (RBAEX)

16.85
-0.12
(-0.71%)
At close: 8:02:02 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.76%
5y Average Return 8.47%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 7, 2025) 19.50%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 19.50%
Worst 3Y Total Return 3.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBAEX
Category
YTD
0.68%
9.69%
1-Month
-2.45%
0.91%
3-Month
0.68%
5.21%
1-Year
6.47%
27.06%
3-Year
5.09%
11.00%
5-Year
10.22%
10.26%
10-Year
7.04%
8.34%
Last Bull Market
11.60%
15.58%
Last Bear Market
-10.83%
-12.16%

Annual Total Return (%) History

Year
RBAEX
Category
2025
--
--
2024
11.29%
--
2023
13.81%
--
2022
-13.56%
--
2021
13.85%
--
2020
13.10%
11.72%
2019
19.50%
19.23%
2018
-4.63%
-5.76%

2017
16.70%
13.21%
2016
5.92%
7.34%
2015
0.58%
-1.93%
2014
6.58%
6.21%
2013
18.15%
16.48%
2012
--
11.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.68% -- -- --
2024 5.23% 1.18% 6.23% -1.61%
2023 3.41% 3.48% -3.33% 10.03%
2022 -5.02% -10.83% -6.10% 8.70%
2021 3.26% 5.10% -0.60% 5.53%
2020 -12.76% 12.84% 4.99% 9.43%
2019 8.73% 2.96% 0.35% 6.38%
2018 -0.37% 0.90% 2.05% -7.03%
2017 5.02% 3.47% 3.62% 3.64%
2016 1.32% 2.31% 2.65% -0.45%

2015 1.84% -0.44% -4.34% 3.70%
2014 1.52% 3.35% -0.40% 2.00%
2013 5.27% 1.06% 4.76% 6.01%
2012 4.68% 1.95% -- --

Rank in Category (By Total Return)

YTD 25
1-Month 42
3-Month 25
1-Year 24
3-Year 29
5-Year 45

Load Adjusted Returns

1-Year 6.47%
3-Year 5.09%
5-Year 10.22%
10-Year 7.04%

Performance & Risk

YTD Return -5.76%
5y Average Return 8.47%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 14.28B
YTD Return 0.68%
Yield 2.18%
Morningstar Rating
Inception Date May 18, 2012

Fund Summary

The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds may include growth, growth-and-income, equity-income, balanced and fixed income funds. Normally through its investments in the underlying funds, the fund will maintain at least 45% of the value of its net assets in common stocks and other equity investments and at least 25% of the value of its net assets in bonds and other debt securities (including money market instruments). The fund will have exposure to growth-oriented common stocks.

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