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American Funds Global Balanced Fund (GBLFX)
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37.38 - YTD Return 0.71%
- Expense Ratio 0.83%
- Category World Allocation
- Last Cap Gain -3.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 25.88B
- Beta (5Y Monthly) 0.98
- Yield 1.89%
- 5y Average Return --
- Holdings Turnover 91.00%
- Last Dividend 0.14
- Inception Date Oct 30, 2020
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
25.88B
Net Assets
2020-10-30
Inception Date
Performance Overview: GBLFX
Trailing returns as of 5/31/2024. Category is World Allocation.
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Holdings: GBLFX
Top 9 Holdings (18.01% of Total Assets)
Sector Weightings
SectorGBLFX
Technology 18.58%
Healthcare 15.49%
Industrials 12.67%
Financial Services 11.88%
Consumer Defensive 8.65%
Consumer Cyclical 7.05%
Basic Materials 6.90%
Communication Services 6.51%
Energy 5.54%
Utilities 4.67%
Real Estate 2.08%
Recent News: GBLFX
Research Reports: GBLFX
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