American Funds Global Balanced Fund Class R-2
RGBBX
NASDAQ
| Weiss Ratings | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.58% | |||
| Dividend | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.41% | |||
| Asset Allocation | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 7.03% | |||
| Stock | 63.23% | |||
| U.S. Stock | 35.53% | |||
| Non-U.S. Stock | 27.70% | |||
| Bond | 28.06% | |||
| U.S. Bond | 14.71% | |||
| Non-U.S. Bond | 13.35% | |||
| Preferred | 0.33% | |||
| Convertible | 0.00% | |||
| Other Net | 1.34% | |||
| Price History | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.21% | |||
| 30-Day Total Return | 1.97% | |||
| 60-Day Total Return | 4.38% | |||
| 90-Day Total Return | 5.02% | |||
| Year to Date Total Return | 4.38% | |||
| 1-Year Total Return | 17.54% | |||
| 2-Year Total Return | 26.07% | |||
| 3-Year Total Return | 41.38% | |||
| 5-Year Total Return | 32.32% | |||
| Price | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $41.87 | |||
| 1-Month Low NAV | $40.76 | |||
| 1-Month High NAV | $42.10 | |||
| 52-Week Low NAV | $34.65 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $42.10 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.73 | |||
| Standard Deviation | 8.46 | |||
| Balance Sheet | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 31.54B | |||
| Operating Ratios | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.55% | |||
| Turnover Ratio | 50.00% | |||
| Performance | RGBBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 7.67% | |||
| Last Bear Market Total Return | -11.58% | |||