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 7.51%. The 1-year return is 13.23% and the 5-year return is 6.54%. RBAAX dividend yield stands at 5.00%, paid quarterly.
RBAAX top holdings include American Balanced Fund R6 (Ambal Cl R6) (21.0%), American Funds Global Balanced Fund R6 (gbal Cl R6) (15.1%), American Funds Washington Mutual R6 (12.1%), The Income Fund Of America, Class R-6 (10.1%), Capital World Growth And Income Fund, Class R-6 (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.