RGBHX Mutual Fund

RGBHX Mutual Fund (American Funds Global Balanced Fund Class R-5E) is managed by American Funds. RGBHX expense ratio is 0.63%, holding 1201 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2015-11-20.

RGBHX performance shows a YTD return of 7.83%. The 1-year return is 13.43% and the 5-year return is 5.96%. RGBHX dividend yield stands at 5.92%, paid quarterly.

RGBHX top holdings include Capital Group Central Cash Fund (7.7%), Broadcom Inc (3.3%), Tsmc (3.0%), Nvidia Corp (2.3%), Microsoft Corp (2.1%). Go to all RGBHX holdings, RGBHX sectors, or RGBHX dividends.

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