American Funds Global Balanced Fund Class R-4
RGBEX
NASDAQ
| Weiss Ratings | RGBEX-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 | RGBEX-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 | RGBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds Global Balanced Fund Class R-4 | |||
| 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 | RGBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.21% | |||
| Dividend | RGBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.48% | |||
| Asset Allocation | RGBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | RGBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.26% | |||
| 30-Day Total Return | 3.39% | |||
| 60-Day Total Return | 1.47% | |||
| 90-Day Total Return | 1.40% | |||
| Year to Date Total Return | 4.02% | |||
| 1-Year Total Return | 17.71% | |||
| 2-Year Total Return | 27.07% | |||
| 3-Year Total Return | 39.60% | |||
| 5-Year Total Return | 32.56% | |||
| Price | RGBEX-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 | RGBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $41.73 | |||
| 1-Month Low NAV | $40.39 | |||
| 1-Month High NAV | $42.12 | |||
| 52-Week Low NAV | $37.63 | |||
| 52-Week Low NAV (Date) | May 07, 2025 | |||
| 52-Week High NAV | $42.35 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | RGBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.66 | |||
| Standard Deviation | 8.99 | |||
| Balance Sheet | RGBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 32.41B | |||
| Operating Ratios | RGBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.81% | |||
| Turnover Ratio | 50.00% | |||
| Performance | RGBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.89% | |||
| Last Bear Market Total Return | -11.45% | |||