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American Funds Moderate Growth And Income Portfolio - Class R-4: (MF: RBAEX)

(NASDAQ Mutual Funds) As of Jul 28, 2026 05:31 PM ET

$21.10 USD

+0.03 (0.14%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.92 67
3 months 9.07 63
6 months 7.92 67
1 Year 15.91 71
3 Year 14.33 66
5 Year 7.72 79
10 Year 9.23 80

* 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 Jun 30, 2026

1 Year 15.91
5 Year 7.71
10 Year 9.23
Since Inception 9.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.05 9.07 NA NA
2025 0.67 8.16 4.48 2.79
2024 5.23 1.17 6.23 -1.59
2023 3.40 3.47 -3.33 10.04
2022 -5.01 -10.83 -6.10 8.67
2021 3.26 5.10 -0.59 5.55

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.9216.9511.3013.82-13.5813.8613.1019.49-4.6316.695.89
% Total Return Rel to Index -3.65-1.26-13.72-12.414.62-14.81-5.30-11.99-0.24-5.10-6.04
% Total Return Rel to Peer -1.371.90-4.53-1.45-2.79-10.474.89-6.142.92-0.71-5.43
% Perf Quintile vs Peer* 4.002.004.003.004.005.002.005.002.003.005.00
% Dividends 0.150.440.390.370.310.260.290.290.270.220.21
% Yield 0.222.042.042.391.901.281.601.731.901.401.52
Capital Gains ($) 0.000.760.250.010.580.660.130.300.350.290.26
Expense Ratio 0.340.340.340.350.350.350.360.360.360.350.38

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