American Funds Global Balanced Fund Class R-2E
RGGHX
NASDAQ
Weiss Ratings | RGGHX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | RGGHX-NASDAQ | Click to Compare |
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Provider | Capital Group | |||
Manager/Tenure (Years) | Alfonso Barroso (12), Winnie Kwan (12), Andrew A. Cormack (6), 2 others | |||
Website | http://capitalgroup.com | |||
Fund Information | RGGHX-NASDAQ | Click to Compare |
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Fund Name | American Funds Global Balanced Fund Class R-2E | |||
Category | Global Moderate Allocation | |||
Sub-Category | Moderate Allocation | |||
Prospectus Objective | Balanced | |||
Inception Date | Aug 29, 2014 | |||
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 | RGGHX-NASDAQ | Click to Compare |
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Dividend Yield | 1.60% | |||
Dividend | RGGHX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.61% | |||
Asset Allocation | RGGHX-NASDAQ | Click to Compare |
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Cash | 6.50% | |||
Stock | 62.05% | |||
U.S. Stock | 35.02% | |||
Non-U.S. Stock | 27.03% | |||
Bond | 29.63% | |||
U.S. Bond | 13.78% | |||
Non-U.S. Bond | 15.85% | |||
Preferred | 0.31% | |||
Convertible | 0.04% | |||
Other Net | 1.47% | |||
Price History | RGGHX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.13% | |||
30-Day Total Return | 1.90% | |||
60-Day Total Return | 3.73% | |||
90-Day Total Return | 6.19% | |||
Year to Date Total Return | 13.55% | |||
1-Year Total Return | 10.24% | |||
2-Year Total Return | 29.33% | |||
3-Year Total Return | 41.21% | |||
5-Year Total Return | 36.89% | |||
Price | RGGHX-NASDAQ | Click to Compare |
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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 | -- | |||
52-Week High Price (Date) | -- | |||
NAV | RGGHX-NASDAQ | Click to Compare |
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Nav | $41.10 | |||
1-Month Low NAV | $40.09 | |||
1-Month High NAV | $41.13 | |||
52-Week Low NAV | $34.72 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $41.13 | |||
52-Week High Price (Date) | Sep 15, 2025 | |||
Beta / Standard Deviation | RGGHX-NASDAQ | Click to Compare |
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Beta | 0.72 | |||
Standard Deviation | 10.69 | |||
Balance Sheet | RGGHX-NASDAQ | Click to Compare |
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Total Assets | 28.88B | |||
Operating Ratios | RGGHX-NASDAQ | Click to Compare |
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Expense Ratio | 1.28% | |||
Turnover Ratio | 114.00% | |||
Performance | RGGHX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 7.83% | |||
Last Bear Market Total Return | -11.53% | |||