American Funds Moderate Growth and Income Portfolio (RBABX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
21.08
-0.11 (-0.52%)
At close: Jul 7, 2026
Fund Assets8.07B
Expense Ratio1.43%
Min. Investment$250
Turnovern/a
Dividend (ttm)1.07
Dividend Yield5.04%
Dividend Growth108.69%
Payout FrequencyQuarterly
Ex-Dividend DateJun 25, 2026
Previous Close21.19
YTD Return7.06%
1-Year Return13.95%
5-Year Return38.60%
52-Week Low19.13
52-Week High21.22
Beta (5Y)0.59
Holdings13
Inception DateMay 18, 2012

About RBABX

The American Funds Moderate Growth and Income Portfolio (RBABX) seeks to provide current income and long-term growth of capital and income. Through its investments in the underlying funds, the fund will maintain at least 45% of the value of its net assets in common stocks and other equity investments and at least 25% of its net assets in bonds and other debt securities.

Category Allocation--50% to 70% Equity
Stock Exchange NASDAQ
Ticker Symbol RBABX
Share Class Class R-2
Index S&P 500 TR

Performance

RBABX had a total return of 13.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.96%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FIQWXFidelityFidelity Advisor Strategic Div & Inc Z0.55%
FBKFXFidelityFidelity Balanced K6 Fund0.32%
FASDXFidelityFidelity Strategic Dividend & Income Fund0.92%
FTSDXFidelityFidelity Advisor Strategic Div & Inc M1.17%
FASGXFidelityFidelity Asset Manager 70%0.63%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
BLPDXClass F-30.35%
RBAGXClass R-60.35%
CBBGXClass Able-f-20.37%
FPPBXClass 529-f-30.40%

Top 10 Holdings

92.97% of assets
NameSymbolWeight
American Funds American Balanced R6RLBGX21.02%
American Funds Global Balanced R6RGBGX14.97%
American Funds Washington Mutual R6RWMGX12.04%
American Funds Capital World Gr&Inc R6RWIGX10.03%
American Funds Income Fd of Amer R-6RIDGX10.02%
American Funds SMALLCAP World R6RLLGX5.04%
American Funds New Perspective R6RNPGX4.98%
American Funds Multi-Sector Income R-6RMDUX4.96%
American Funds The Bond Fund of AmericaRBFGX4.96%
American Funds Strategic Bond R-6RANGX4.95%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jun 25, 2026$0.0643Jun 26, 2026
Mar 26, 2026$0.0188Mar 27, 2026
Dec 29, 2025$0.9381Dec 30, 2025
Sep 25, 2025$0.0473Sep 26, 2025
Jun 25, 2025$0.0546Jun 26, 2025
Mar 26, 2025$0.0243Mar 27, 2025
Full Dividend History