The American Funds Growth and Income target-risk series, available through mutual funds and as model portfolios, uses impressive underlying strategies that complement each other well. Its cheapest share classes and models earn Morningstar Analyst Ratings of Silver. The more expensive mutual fund share classes receive Bronze or Neutral ratings.
American Funds Moderate Gr & Inc R-5 RBAFX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will RBAFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RBAFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the RBAFX 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 RBAFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A treasure trove of underlying funds.
