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American Funds Global Balanced Fd Cl R-6: (MF: RGBGX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:40 PM ET

$42.35 USD

+0.09 (0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.48 39
3 months 3.84 36
6 months 9.50 45
1 Year 16.83 32
3 Year 11.88 49
5 Year 6.79 53
10 Year 7.81 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jan 31, 2026

1 Year 17.47
5 Year 6.18
10 Year 7.30
Since Inception 6.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.82 7.80 4.06 2.83
2024 3.66 0.55 7.07 -4.23
2023 4.18 3.47 -4.29 10.59
2022 -5.29 -11.37 -6.78 9.94
2021 1.72 4.48 -0.53 3.58

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.4817.476.8914.10-13.979.5010.8717.63-5.8114.386.73
% Total Return Rel to Index 0.00-0.74-18.12-12.144.23-19.18-7.53-13.85-1.42-7.41-5.20
% Total Return Rel to Peer 0.002.97-3.020.94-1.00-2.000.180.430.680.920.45
% Perf Quintile vs Peer* 0.000.000.003.002.004.004.003.003.003.003.00
% Dividends 0.001.090.830.700.600.800.570.750.790.640.68
% Yield NA2.522.112.791.801.941.492.102.551.882.23
Capital Gains ($) 0.001.591.320.000.001.640.000.000.000.480.00
Expense Ratio 0.000.480.480.480.480.480.490.500.520.530.54

* 1 = Top 20%, 5 = Bottom 20%