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American Funds Moderate Gr & Inc R-5 RBAFX

Analyst rating as of
NAV / 1-Day Return
15.62  /  0.13 %
Total Assets
12.0 Bil
Adj. Expense Ratio
0.380%
Expense Ratio
0.380%
Fee Level
Low
Longest Manager Tenure
10.12 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.83%
Turnover
11%

Morningstar’s Analysis

Will RBAFX outperform in future?

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

A treasure trove of underlying funds.

Summary

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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.

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