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 1126 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2015-11-20.

RGBHX performance shows a YTD return of 6.55%. The 1-year return is 14.24% and the 5-year return is 6.02%. RGBHX dividend yield stands at 5.99%, paid quarterly.

RGBHX 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 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.