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American Funds Moderate Growth And Income Portfolio - Class R-3: (MF: RBACX)

(NASDAQ Mutual Funds) As of Aug 25, 2026 05:50 PM ET

$21.53 USD

+0.08 (0.37%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.05 84
3 months 2.25 83
6 months 4.41 87
1 Year 14.46 82
3 Year 12.94 74
5 Year 7.07 85
10 Year 8.56 85

* 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 Jul 31, 2026

1 Year 15.57
5 Year 7.38
10 Year 8.90
Since Inception 8.97

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.07 8.92 NA NA
2025 0.61 8.05 4.42 2.71
2024 5.12 1.15 6.11 -1.68
2023 3.35 3.35 -3.41 9.98
2022 -5.03 -10.98 -6.13 8.59
2021 3.20 4.98 -0.67 5.47

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.0416.6110.9413.46-13.8213.5112.8119.11-4.9116.295.58
% Total Return Rel to Index -2.45-1.60-14.07-12.774.37-15.16-5.59-12.37-0.52-5.50-6.35
% Total Return Rel to Peer -2.251.55-4.89-1.81-3.03-10.824.60-6.522.64-1.11-5.73
% Perf Quintile vs Peer* 4.003.004.003.004.005.002.005.002.004.005.00
% Dividends 0.120.380.340.320.260.200.250.240.230.180.17
% Yield 0.541.781.772.141.611.021.371.471.611.131.24
Capital Gains ($) 0.000.760.250.010.580.660.130.300.350.290.26
Expense Ratio 0.650.640.650.650.650.650.650.660.660.650.69

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