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RGBEX
Mutual Fund ticker: NASDAQ
AS OF
Jun 12 closing price
Price
$39.39
Change
+$0.17 (+0.43%)
Net Assets
27.35B

RGBEX American Funds Global Balanced R4 Forecast, Technical & Fundamental Analysis

The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Abbott Laboratories (NYSE:ABT), Canadian Natural Resources Limited (NYSE:CNQ).

Industry description

The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. As a balanced fund with global scope, the fund seeks to invest in equity and debt securities around the world that offer the opportunity for growth and/or provide dividend income, while also constructing the portfolio to protect principal and limit volatility. The adviser will allocate its assets among various countries.

Market Cap

The average market capitalization across the American Funds Global Balanced R4 MF is 1.01T. The market cap for tickers in the group ranges from 81.73B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CNQ at 81.73B.

Volume

The average weekly volume growth across all stocks in the American Funds Global Balanced R4 MF was -12%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was -60%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 38
P/E Growth Rating: 58
Price Growth Rating: 22
SMR Rating: 44
Profit Risk Rating: 20
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderate Allocation
Address
American Funds Global Balanced FundOne Market Steuart Tower, Suite 1800San Francisco
Phone
N/A
Web
www.americanfunds.com
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RGBEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RGBEX has been closely correlated with CIREX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if RGBEX jumps, then CIREX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RGBEX
1D Price
Change %
RGBEX100%
+0.20%
CIREX - RGBEX
95%
Closely correlated
+0.37%
CIRAX - RGBEX
95%
Closely correlated
+0.37%
RIRBX - RGBEX
95%
Closely correlated
+0.37%
RIRCX - RGBEX
95%
Closely correlated
+0.37%
RIREX - RGBEX
95%
Closely correlated
+0.37%
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