RBBEX Mutual Fund
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 14 positions across various sectors. Inception date: 2014-08-29.
RBBEX performance shows a YTD return of 4.95%. The 1-year return is 8.39% and the 5-year return is 6.83%. RBBEX dividend yield stands at 5.44%, paid quarterly.
RBBEX 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 RBBEX holdings, RBBEX sectors, or RBBEX dividends.
RBBEX can be compared against other funds. Use RBBEX overlap to find shared positions, or RBBEX vs another fund for a side-by-side view. RBBEX alternatives are available via the screener, along with tax-loss harvesting opportunities.