Nasdaq - Delayed Quote USD
American Funds Moderate Growth and Income Portfolio (RBBEX)
17.56
-0.13
(-0.73%)
As of 8:07:02 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 250
- Min Initial Investment, IRA
- 0.25
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- --
Broker Availability
- Northwestern Mutual Inv Srvc, LLC
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Pruco Securities, LLC
- E TRADE Financial
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Nationwide Retirement Resource
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- CommonWealth Core
- Vanguard NTF
- ETrade No Load Fee
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Bear Stearns Load-Waived NTF
- WFA MF Advisory Updated 3.3.25
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- Ameritas NTFN
- Scottrade NTF
- Ameriprise Financial
- TIAA-CREF Brokerage Services
- Fidelity Advisor 401(k) I Shares
- Fidelity Advisor 401(k) ACT Shares
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- Matrix Financial Solutions
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Met Life Resources MFSP Alliance List
- ADP Access
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- Northwestern Mutual Investment Services, Llc
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 3.3.25
- ADP Access Open Fund Architecture
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- WF MFQ Screen Updated 03/31/2015
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Vanguard Load
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- Nationwide Retirement Flexible Advantage
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- PAS
- Fidelity Advisor 401(k) A Shares
- WF MFAQ Screen Updated 03/31/2015
- Cetera Financial Specialists LLC- Premier
- NM WMC
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Fidelity Advisor 401(k) M Shares
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Prudential Advisors Command
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
- Nylife Securities LLC
- NYLIFE Securities Mutual Fund Advantage Available
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.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | American Funds |
| Net Assets | 14.28B |
| YTD Return | 0.58% |
| Yield | 1.69% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Performance & Risk
| YTD Return | -2.53% |
| 5y Average Return | 8.00% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
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