About RGBCX
American Funds Global Balanced Fund Class R-3 is a multi-asset mutual fund designed to achieve a balanced combination of long-term capital growth, conservation of principal, and current income. Managed by Capital Research and Management Company, the fund employs a globally diversified strategy, maintaining a flexible allocation with typically 45% to 75% of its assets invested in equities and at least 25% in bonds or other debt securities. Its portfolio includes exposure to both developed and emerging markets, with notable holdings in leading global companies such as Broadcom, Meta Platforms, Microsoft, and Apple. This structure allows the fund to address a broad range of investor objectives, including seeking growth and income worldwide, as well as reducing portfolio volatility through diversification. Since its inception in 2011, the fund has aimed to serve as a comprehensive core holding for conservative investors wanting a mix of global stocks and bonds focused on risk management and principal protection, while offering quarterly dividends as part of its income strategy.
Fund Family Capital Group
Category Flexible Portfolio
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol RGBCX
Share Class Class R-3
Index MSCI AC World NR USD
RGBCX had a total return of 8.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.70%.
