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American Funds Global Balanced 529C (CBFCX)

34.71
-0.20
(-0.57%)
At close: 8:00:10 PM EDT

Fund Summary

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. The fund will invest at least 40% of its net assets in issuers outside the United States. Normally it will invest at least 25% of the value of its assets in bonds and other debt securities.

American Funds Global Balanced 529C

San Francisco, CA 94105-1409
One Market Steuart Tower, Suite 1800

Fund Overview

Category World Allocation
Fund Family American Funds
Net Assets 25.67B
YTD Return 1.54%
Yield 1.18%
Morningstar Rating
Inception Date Feb 01, 2011

Fund Operations

Last Dividend 0.11
Last Cap Gain -3.00
Holdings Turnover 91.00%
Average for Category --

Fees & Expenses

Expense CBFCX Category Average
Annual Report Expense Ratio (net) 1.59% 1.00%
Prospectus Net Expense Ratio 1.59% --
Prospectus Gross Expense Ratio 1.59% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.06%
Max Deferred Sales Load -- 1.35%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Philip Chitty is a fixed income portfolio manager at Capital Group. He also serves on the Global Solutions Committee. He has 30 years of investment industry experience and has been with Capital Group for 20 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.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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. When necessary, we may change a category assignment based on recent changes to the portfolio.

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