RGBFX Mutual Fund

RGBFX Mutual Fund (American Funds Global Balanced Fund Cl R-5) is managed by American Funds. RGBFX expense ratio is 0.53%, holding 1126 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-02-01.

RGBFX performance shows a YTD return of 6.63%. The 1-year return is 14.38% and the 5-year return is 6.14%. RGBFX dividend yield stands at 6.05%, paid quarterly.

RGBFX top holdings include Capital Group Central Cash Fund (6.8%), Broadcom Inc (2.7%), Taiwan Semiconductor Manufacturing Co. Ltd. (2.6%), Nvidia Corp. (2.2%), Microsoft Corp (2.1%). Go to all RGBFX holdings, RGBFX sectors, or RGBFX dividends.

RGBFX can be compared against other funds. Use RGBFX overlap to find shared positions, or RGBFX vs another fund for a side-by-side view. RGBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.