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Morningstar

American Funds Global Balanced R6 RGBGX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 34.00  /  1.02 %
  • Total Assets 24.7 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.87%
  • Turnover 2,022%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis RGBGX

Will RGBGX 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 RGBGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RGBGX 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 RGBGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A Fixed-Income Manager Swap Doesn't Alter the Appeal of American Funds Global Balanced

Senior Analyst

Analyst Note

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