Back to top
more

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

(NASDAQ Mutual Funds) As of Dec 17, 2025 05:46 PM ET

$20.55 USD

-0.12 (-0.58%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 16.69 34
3 months 4.74 38
6 months 11.36 57
1 Year 14.22 23
3 Year 12.96 43
5 Year 8.44 85
10 Year 8.62 81

* 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 Nov 30, 2025

1 Year 11.96
5 Year 9.19
10 Year 8.88
Since Inception 9.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.67 8.16 4.48 NA
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
2020 -12.76 12.84 4.98 9.42

Annual Return

20252024202320222021202020192018201720162015
% Total Return 16.6911.3013.82-13.5813.8613.1019.49-4.6316.695.890.55
% Total Return Rel to Index -0.81-13.72-12.414.62-14.81-5.30-11.99-0.24-5.10-6.04-0.83
% Total Return Rel to Peer 2.27-4.53-1.45-2.79-10.474.89-6.142.92-0.71-5.433.76
% Perf Quintile vs Peer* 0.000.003.004.005.002.005.002.003.005.001.00
% Dividends 0.220.390.370.310.260.290.290.270.220.210.19
% Yield 1.022.042.261.901.281.601.731.901.401.521.41
Capital Gains ($) 0.000.250.010.580.660.130.300.350.290.260.27
Expense Ratio 0.350.340.350.350.350.360.360.360.350.380.36

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