Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

American Funds Global Balanced F1 (GBLEX)

35.38
-1.30
(-3.54%)
At close: 8:01:02 PM EDT
Loading Chart for GBLEX
  • Previous Close 36.68
  • YTD Return 1.73%
  • Expense Ratio 0.86%
  • Category World Allocation
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 25.65B
  • Beta (5Y Monthly) 0.97
  • Yield 1.93%
  • 5y Average Return --
  • Holdings Turnover 91.00%
  • Last Dividend 0.18
  • Inception Date Feb 1, 2011

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

Fund Family

World Allocation

Fund Category

25.65B

Net Assets

2011-02-01

Inception Date

Performance Overview: GBLEX

View More

Trailing returns as of 4/4/2025. Category is World Allocation.

YTD Return

GBLEX
1.73%
Category
8.60%
 

1-Year Return

GBLEX
4.59%
Category
25.33%
 

3-Year Return

GBLEX
3.71%
Category
8.02%
 

5-Year Return

GBLEX
7.97%
Category
8.06%
 

People Also Watch

Holdings: GBLEX

View More

Sector Weightings

SectorGBLEX
Technology   19.37%
Healthcare   13.64%
Industrials   12.99%
Utilities   5.35%
Energy   3.80%
Real Estate   1.13%

Recent News: GBLEX

View More

Research Reports: GBLEX

View More

Top Mutual Funds