RBBEX Mutual Fund
RBBEX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class R-2E
RBBEX Mutual Fund Overview
RBBEX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class R-2E) is managed by American Funds. RBBEX expense ratio is 1.15%, holding 13 positions across sectors including Unknown. Inception date: 2014-08-29.
RBBEX performance shows a YTD return of 7.01%. The 1-year return is 15.35% and the 5-year return is 7.19%. RBBEX dividend yield stands at 5.29%, paid quarterly.
RBBEX 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 RBBEX holdings, sector breakdown, or dividend history.
RBBEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RBBEX alternatives are available via the screener, along with tax-loss harvesting opportunities.