About RGBEX
American Funds Global Balanced Fund R-4 is an open-end mutual fund that focuses on providing a balanced approach to global investing. Its primary objective is the achievement of long-term capital growth, conservation of principal, and generation of current income. The fund dynamically allocates its assets across a diverse mix of global equities and fixed-income securities, typically maintaining equity exposure between 45% and 75% of the portfolio. It has a distinct international orientation, investing in at least three countries and maintaining at least 40% of its assets in non-U.S. issuers under normal market conditions, making it well-suited for investors seeking geographic diversification. The fund emphasizes investment in established companies and includes both U.S. and foreign stocks, alongside bonds from various regions and sectors. Notable sectors represented include technology, healthcare, energy, and industrials, with significant holdings in companies such as Broadcom, Microsoft, and Abbott Laboratories. The fund offers quarterly dividend distributions and annual capital gain distributions, reflecting its balanced mandate. Managed by a seasoned team, American Funds Global Balanced Fund R-4 is notable for its substantial asset base and disciplined, research-driven investment process.
Fund Family Capital Group
Category Flexible Portfolio
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol RGBEX
Share Class Class R-4
Index MSCI AC World NR USD
RGBEX had a total return of 17.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.93%.
