RBAEX Mutual Fund
RBAEX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class R-4
RBAEX Mutual Fund Overview
RBAEX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class R-4) is managed by American Funds. RBAEX expense ratio is 0.68%, holding 13 positions across sectors including Unknown. Inception date: 2012-05-18.
RBAEX performance shows a YTD return of 7.28%. The 1-year return is 15.91% and the 5-year return is 7.70%. RBAEX dividend yield stands at 5.71%, paid quarterly.
RBAEX top holdings include American Balanced Fund R6 (Ambal Cl R6) (21.0%), American Funds Global Balanced Fund R6 (gbal Cl R6) (15.0%), Washington Mutual Investors Fund R6 (wmif Cl R6) (12.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (10.0%), The Income Fund Of America, Class R-6 (10.0%). View all RBAEX holdings, sector breakdown, or dividend history.
RBAEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RBAEX alternatives are available via the screener, along with tax-loss harvesting opportunities.