RBAFX Mutual Fund
RBAFX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class R-5
RBAFX Mutual Fund Overview
RBAFX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class R-5) is managed by American Funds with $21.6M in net assets. RBAFX expense ratio is 0.40%, holding 13 positions across sectors including Unknown. Inception date: 2012-05-18.
RBAFX performance shows a YTD return of 5.88%. The 1-year return is 16.26% and the 5-year return is 8.00%. RBAFX dividend yield stands at 5.97%, paid quarterly.
RBAFX 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 RBAFX holdings, sector breakdown, or dividend history.
RBAFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RBAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.