About RGBHX
American Funds Global Balanced Fund R5E is a globally diversified balanced mutual fund designed to achieve a combination of long-term capital growth, income, and preservation of capital. The fund maintains a flexible allocation, typically investing between 45% and 75% of its assets in equities across both U.S. and international markets, while also holding a significant portion in fixed-income securities such as bonds. This approach provides broad exposure to multiple sectors including information technology, industrials, healthcare, financials, and consumer discretionary, among others. The fund's strategy involves active management and global allocation, aiming to benefit from opportunities in various geographic and economic environments. With a substantial asset base and hundreds of underlying holdings, American Funds Global Balanced Fund R5E serves investors seeking diversification, moderate risk exposure, and regular income through quarterly dividends and periodic capital gains distributions. Its balanced structure and global perspective make it a notable choice for those looking to participate in both equity and fixed-income market trends on a worldwide scale.
Fund Family Capital Group
Category Flexible Portfolio
Stock Exchange NASDAQ
Ticker Symbol RGBHX
Share Class Class R-5e
Index MSCI AC World NR USD
RGBHX had a total return of 10.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.12%.
