C
American Funds Global Balanced Fund Class R-2 RGBBX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RGBBX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info RGBBX-NASDAQ Click to
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Provider Capital Group
Manager/Tenure (Years) Alfonso Barroso (13), Winnie Kwan (13), Andrew A. Cormack (7), 2 others
Website http://capitalgroup.com
Fund Information RGBBX-NASDAQ Click to
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Fund Name American Funds Global Balanced Fund Class R-2
Category Global Moderate Allocation
Sub-Category Moderate Allocation
Prospectus Objective Balanced
Inception Date Feb 01, 2011
Open/Closed To New Investors Open
Minimum Initial Investment 250.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee --
Dividends and Shares RGBBX-NASDAQ Click to
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Dividend Yield 1.52%
Dividend RGBBX-NASDAQ Click to
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Dividend Yield (Forward) 2.48%
Asset Allocation RGBBX-NASDAQ Click to
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Cash 6.35%
Stock 62.79%
U.S. Stock 36.10%
Non-U.S. Stock 26.69%
Bond 29.20%
U.S. Bond 15.88%
Non-U.S. Bond 13.32%
Preferred 0.26%
Convertible 0.00%
Other Net 1.40%
Price History RGBBX-NASDAQ Click to
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7-Day Total Return 0.68%
30-Day Total Return 1.94%
60-Day Total Return 5.57%
90-Day Total Return 3.16%
Year to Date Total Return 6.02%
1-Year Total Return 16.25%
2-Year Total Return 26.04%
3-Year Total Return 39.80%
5-Year Total Return 28.30%
Price RGBBX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV RGBBX-NASDAQ Click to
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Nav $42.41
1-Month Low NAV $41.50
1-Month High NAV $42.53
52-Week Low NAV $38.51
52-Week Low NAV (Date) Jun 20, 2025
52-Week High NAV $42.53
52-Week High Price (Date) May 29, 2026
Beta / Standard Deviation RGBBX-NASDAQ Click to
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Beta 0.64
Standard Deviation 8.88
Balance Sheet RGBBX-NASDAQ Click to
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Total Assets 32.41B
Operating Ratios RGBBX-NASDAQ Click to
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Expense Ratio 1.55%
Turnover Ratio 50.00%
Performance RGBBX-NASDAQ Click to
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Last Bull Market Total Return 19.15%
Last Bear Market Total Return -11.58%