About RBAEX
American Funds Moderate Growth and Income Portfolio Class R-4 is a globally diversified mutual fund designed to provide both current income and long-term capital growth. Managed by Capital Research and Management Company, the portfolio allocates its assets across a mix of U.S. and non-U.S. equities, as well as U.S. and international bonds, targeting a moderate risk profile. As of mid-2025, its holdings typically comprise about 48% U.S. equities, 17–18% non-U.S. equities, 24–25% U.S. bonds, and approximately 5–6% non-U.S. bonds, with the remainder held in cash and equivalents. The fund invests through a selection of underlying American Funds, offering exposure to diverse sectors including information technology, financials, health care, and industrials. This structure supports its role as a core holding for investors seeking a balance between income generation and growth potential, particularly within retirement plans. The fund maintains a moderate allocation style, aiming for lower volatility compared to equity-heavy portfolios, while providing regular quarterly income distributions.
Fund Family Capital Group
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol RBAEX
Share Class Class R-4
Index S&P 500 TR
RBAEX had a total return of 7.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.42%.
