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American Funds Global Balanced Fd Cl R-4: (MF: RGBEX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:31 PM ET

$40.36 USD

+0.03 (0.07%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.96 23
3 months 5.01 37
6 months 9.92 33
1 Year 18.60 38
3 Year 13.70 48
5 Year 6.77 53
10 Year 7.70 58

* 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 Feb 28, 2026

1 Year 17.08
5 Year 5.82
10 Year 6.93
Since Inception 6.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.73 7.72 3.97 2.75
2024 3.58 0.48 6.98 -4.32
2023 4.09 3.38 -4.38 10.51
2022 -5.35 -11.45 -6.86 9.86
2021 1.63 4.40 -0.65 3.49

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9617.086.5413.72-14.269.1010.5017.21-6.1413.976.36
% Total Return Rel to Index 1.00-1.13-18.48-12.523.94-19.57-7.89-14.27-1.75-7.82-5.56
% Total Return Rel to Peer 0.202.58-3.370.56-1.29-2.40-0.170.010.350.500.09
% Perf Quintile vs Peer* 3.002.000.003.002.004.004.004.003.003.003.00
% Dividends 0.000.960.700.580.490.670.460.630.680.530.57
% Yield 0.002.211.782.441.461.621.191.792.201.571.89
Capital Gains ($) 0.001.591.320.000.001.640.000.000.000.480.00
Expense Ratio 0.000.820.820.820.810.820.830.850.860.870.90

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