RBAFX Mutual Fund

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 13 positions across various sectors. Inception date: 2012-05-18.

RBAFX performance shows a YTD return of 6.80%. The 1-year return is 15.14% and the 5-year return is 7.68%. RBAFX dividend yield stands at 6.01%, paid quarterly.

RBAFX top holdings include American Balanced Fund R6 (Ambal Cl R6) (21.0%), American Funds Global Balanced Fund R6 (gbal Cl R6) (15.0%), Washington Mutual Investors Fund R6 (wmif Cl R6) (12.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (10.0%), The Income Fund Of America, Class R-6 (10.0%). 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.