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 7.72%. The 1-year return is 13.55% and the 5-year return is 6.83%. RBBEX dividend yield stands at 5.25%, paid quarterly.
RBBEX 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 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.