RBAEX Mutual Fund
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 14 positions across various sectors. Inception date: 2012-05-18.
RBAEX performance shows a YTD return of 5.29%. The 1-year return is 8.88% and the 5-year return is 7.32%. RBAEX dividend yield stands at 5.89%, paid quarterly.
RBAEX 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 RBAEX holdings, RBAEX sectors, or RBAEX dividends.
RBAEX can be compared against other funds. Use RBAEX overlap to find shared positions, or RBAEX vs another fund for a side-by-side view. RBAEX alternatives are available via the screener, along with tax-loss harvesting opportunities.