Production (Stage)
American Funds Global Balanced Fund Class R-4
RGBEX
NASDAQ
| Weiss Ratings | RGBEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RGBEX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | Alfonso Barroso (12), Winnie Kwan (12), Andrew A. Cormack (6), 2 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | RGBEX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Global Balanced Fund Class R-4 | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Feb 01, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | RGBEX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.04% | |||
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| Dividend Yield (Forward) | 2.71% | |||
| Asset Allocation | RGBEX-NASDAQ | Click to Compare |
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| Cash | 7.15% | |||
| Stock | 60.74% | |||
| U.S. Stock | 35.22% | |||
| Non-U.S. Stock | 25.52% | |||
| Bond | 30.35% | |||
| U.S. Bond | 15.42% | |||
| Non-U.S. Bond | 14.93% | |||
| Preferred | 0.33% | |||
| Convertible | 0.04% | |||
| Other Net | 1.39% | |||
| Price History | RGBEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.47% | |||
| 30-Day Total Return | 1.92% | |||
| 60-Day Total Return | 4.23% | |||
| 90-Day Total Return | 10.47% | |||
| Year to Date Total Return | 9.70% | |||
| 1-Year Total Return | 9.63% | |||
| 2-Year Total Return | 21.50% | |||
| 3-Year Total Return | 37.46% | |||
| 5-Year Total Return | 37.56% | |||
| Price | RGBEX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | RGBEX-NASDAQ | Click to Compare |
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| Nav | $39.72 | |||
| 1-Month Low NAV | $38.67 | |||
| 1-Month High NAV | $39.97 | |||
| 52-Week Low NAV | $34.81 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $39.97 | |||
| 52-Week High Price (Date) | Jul 10, 2025 | |||
| Beta / Standard Deviation | RGBEX-NASDAQ | Click to Compare |
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| Beta | 0.72 | |||
| Standard Deviation | 11.14 | |||
| Balance Sheet | RGBEX-NASDAQ | Click to Compare |
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| Total Assets | 27.98B | |||
| Operating Ratios | RGBEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.81% | |||
| Turnover Ratio | 114.00% | |||
| Performance | RGBEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.16% | |||
| Last Bear Market Total Return | -11.45% | |||