American Funds Global Balanced R6 (RGBGX)
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American Funds Global Balanced R6
San Francisco, CA 94105-1409
One Market Steuart Tower, Suite 1800
American Funds Global Balanced Fund
Management information
,Lead manager since 30 April 2023
Philip Chitty is a fixed income portfolio manager at Capital Group. He has 29 years of investment experience and has been with Capital Group for 19 years. Earlier in his career at Capital, as a fixed income investment analyst, Philip had macroeconomic responsibility for Western Europe, the UK and Japan. Prior to joining Capital, Philip was a senior European economist with ABN AMRO. Before that, he was an economist with HM Treasury. He holds a master's degree in economics from Birkbeck College, University of London. Philip is based in London.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Allocation
Fund familyAmerican Funds
Net assets25.88B
YTD return0.74%
Yield1.99%
Morningstar rating★★★★
Inception date29 Oct 2020
Fund operations
Last dividend0.15
Last cap gain-3.00
Holdings turnover91.00%
Average for categoryN/A
Fees and expenses
ExpenseRGBGXCategory average
Annual report expense ratio (net)0.83%1.00%
Prospectus net expense ratio0.83%N/A
Prospectus gross expense ratio0.83%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.06%
Max deferred sales loadN/A1.35%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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