RBAAX Mutual Fund
RBAAX Mutual Fund
RBAAX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class R-1
RBAAX Mutual Fund Overview
RBAAX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class R-1) is managed by American Funds with $12.6M in net assets. RBAAX expense ratio is 1.41%, holding 14 positions across various sectors. Inception date: 2012-05-18.
RBAAX performance shows a YTD return of 4.74%. The 1-year return is 8.09% and the 5-year return is 6.54%. RBAAX dividend yield stands at 5.21%, paid quarterly.
RBAAX top holdings include American Balanced Fund (21.0%), American Funds Global Balanced Fund Class R-6 (15.1%), Washington Mutual Investors Fund (12.0%), The Income Fund Of America (10.1%), Capital World Growth and Income Fund (10.1%). Go to all RBAAX holdings, RBAAX sectors, or RBAAX dividends.
RBAAX can be compared against other funds. Use RBAAX overlap to find shared positions, or RBAAX vs another fund for a side-by-side view. RBAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.