RBAFX Mutual Fund
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 14 positions across various sectors. Inception date: 2012-05-18.
RBAFX performance shows a YTD return of 5.59%. The 1-year return is 9.22% and the 5-year return is 7.63%. RBAFX dividend yield stands at 6.16%, paid quarterly.
RBAFX 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 RBAFX holdings, RBAFX sectors, or RBAFX dividends.
RBAFX can be compared against other funds. Use RBAFX overlap to find shared positions, or RBAFX vs another fund for a side-by-side view. RBAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.