RBEFX Holdings List

No.	Symbol	Name	% Weight	Shares
1	RLBGX	American Funds American Balanced Fund® Class R-6	8.29%	119,740,097
2	RWIGX	American Funds Capital World Growth and Income Fund® Class R-6	7.06%	53,518,711
3	RMFGX	American Funds American Mutual Fund® Class R-6	7.06%	64,244,500
4	RAFGX	American Funds AMCAP Fund® Class R-6	6.06%	69,181,533
5	RGAGX	American Funds The Growth Fund of America® Class R-6	5.62%	37,809,231
6	RFNGX	American Funds Fundamental Investors® Class R-6	5.46%	32,184,660
7	RGBGX	American Funds Global Balanced Fund Class R-6	5.07%	68,080,966
8	RWMGX	American Funds Washington Mutual Investors Fund Class R-6	5.06%	42,027,098
9	RILFX	American Funds Inflation Linked Bond Fund Class R-6	5.01%	286,756,639
10	RMAGX	American Funds Mortgage Fund® Class R-6	4.83%	292,024,286
11	RGVGX	American Funds U.S. Government Securities Fund® Class R-6	4.82%	215,142,500
12	RIDGX	American Funds The Income Fund of America® Class R-6	4.09%	84,887,349
13	RIRGX	American Funds Capital Income Builder® Class R-6	4.08%	28,742,735
14	RGLGX	American Funds Global Insight Fund Class R-6	3.87%	73,879,853
15	RICGX	American Funds Investment Company of America® Class R-6	3.86%	33,401,790
16	RLLGX	American Funds SMALLCAP World Fund® Class R-6	3.67%	26,063,213
17	RBOGX	American Funds Intermediate Bond Fund of America® Class R-6	3.21%	136,379,661
18	RMDUX	American Funds Multi-Sector Income R-6	2.91%	165,810,927
19	RNPGX	American Funds New Perspective Fund® Class R-6	2.87%	22,003,278
20	RIGGX	American Funds International Growth and Income Fund Class R-6	2.06%	25,018,475
21	RANGX	American Funds Strategic Bond Fund Class R-6	1.90%	109,772,708
22	RCWGX	American Funds Capital World Bond Fund® Class R-6	1.89%	62,456,594
23	RBFGX	American Funds The Bond Fund of America® Class R-6	1.19%	56,315,047
24	RNGGX	American Funds The New Economy Fund® Class R-6	0.04%	289,645
25	RNWGX	American Funds New World Fund® Class R-6	0.04%	206,105

Showing 25 of 26 holdings

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As of Dec 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	65.43%
Bond	28.77%
Cash	5.04%
Other	0.42%
Not Classified	0.34%

Sector Breakdown

Sector	% Weight
Technology	20.09%
Healthcare	15.89%
Industrials	13.31%
Financials	11.83%
Consumer Discretionary	10.26%
Consumer Staples	7.61%
Communication Services	7.01%
Energy	5.55%
Materials	4.10%
Utilities	2.61%
Real Estate	1.76%

Country Breakdown

Sector	% Weight
United States	99.98%