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 --
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 1.32%
Dividend RGBBX-NASDAQ Click to
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Dividend Yield (Forward) 2.25%
Asset Allocation RGBBX-NASDAQ Click to
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Cash 7.74%
Stock 60.64%
U.S. Stock 35.31%
Non-U.S. Stock 25.33%
Bond 29.85%
U.S. Bond 15.92%
Non-U.S. Bond 13.93%
Preferred 0.57%
Convertible 0.00%
Other Net 1.19%
Price History RGBBX-NASDAQ Click to
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7-Day Total Return -0.42%
30-Day Total Return -0.57%
60-Day Total Return -0.33%
90-Day Total Return 1.39%
Year to Date Total Return 4.89%
1-Year Total Return 11.21%
2-Year Total Return 22.70%
3-Year Total Return 33.44%
5-Year Total Return 27.10%
Price RGBBX-NASDAQ Click to
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Closing Price --
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1-Month High Price --
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NAV RGBBX-NASDAQ Click to
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Nav $41.82
1-Month Low NAV $41.63
1-Month High NAV $42.25
52-Week Low NAV $39.13
52-Week Low NAV (Date) Mar 30, 2026
52-Week High NAV $42.66
52-Week High Price (Date) Jun 02, 2026
Beta / Standard Deviation RGBBX-NASDAQ Click to
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Beta 0.64
Standard Deviation 8.81
Balance Sheet RGBBX-NASDAQ Click to
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Total Assets 33.15B
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%