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American Funds Global Balanced R3 (RGBCX)

36.30
+0.01
+(0.03%)
At close: 8:02:09 PM EDT
Loading Chart for RGBCX
  • Previous Close 36.29
  • YTD Return 1.67%
  • Expense Ratio 1.11%
  • Category World Allocation
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 25.67B
  • Beta (5Y Monthly) 0.97
  • Yield 1.69%
  • 5y Average Return --
  • Holdings Turnover 91.00%
  • Last Dividend 0.15
  • Inception Date Oct 30, 2020

As a balanced fund with global scope, the fund seeks to invest in equity and debt securities around the world that offer the opportunity for growth and/or provide dividend income, while also constructing the portfolio to protect principal and limit volatility. The adviser will allocate its assets among various countries. The fund will invest at least 40% of its net assets in issuers outside the United States. Normally it will invest at least 25% of the value of its assets in bonds and other debt securities.

American Funds

Fund Family

World Allocation

Fund Category

25.67B

Net Assets

2020-10-30

Inception Date

Performance Overview: RGBCX

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Trailing returns as of 4/15/2025. Category is World Allocation.

YTD Return

RGBCX
1.67%
Category
8.60%
 

1-Year Return

RGBCX
4.34%
Category
25.33%
 

3-Year Return

RGBCX
3.44%
Category
8.02%
 

5-Year Return

RGBCX
7.70%
Category
8.06%
 

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Holdings: RGBCX

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Sector Weightings

SectorRGBCX
Technology   19.37%
Healthcare   13.64%
Industrials   12.99%
Utilities   5.35%
Energy   3.80%
Real Estate   1.13%

Recent News: RGBCX

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Research Reports: RGBCX

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