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American Funds Moderate Gr & Inc R-5 RBAFX

Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 15.76  /  0.63 %
  • Total Assets 12.5 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.23%
  • Turnover 2%

Morningstar’s Analysis RBAFX

Will RBAFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Increased team resources support an upgrade.

Summary

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The American Funds Growth and Income series of three portfolios is chock full of stellar underlying funds, and its management team has made considerable strides in refining its approach to building multi-asset portfolios, supporting an upgrade of its People rating to High from Above Average. Its cheapest share classes receive a Morningstar Analyst Rating upgrade to Gold from Silver, while its more-expensive share classes range from Silver to Bronze.

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