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American Funds Global Balanced F2 (GBLFX)

36.65
-0.68
(-1.82%)
At close: 8:01:01 PM EDT
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  • Previous Close 37.33
  • YTD Return 3.68%
  • Expense Ratio 0.58%
  • Category World Allocation
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 26.07B
  • Beta (5Y Monthly) 0.97
  • Yield 2.01%
  • 5y Average Return --
  • Holdings Turnover 91.00%
  • Last Dividend 0.20
  • 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

26.07B

Net Assets

2020-10-30

Inception Date

Performance Overview: GBLFX

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Trailing returns as of 4/3/2025. Category is World Allocation.

YTD Return

GBLFX
3.68%
Category
8.60%
 

1-Year Return

GBLFX
9.46%
Category
25.33%
 

3-Year Return

GBLFX
4.47%
Category
8.02%
 

5-Year Return

GBLFX
6.70%
Category
8.06%
 

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Holdings: GBLFX

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Sector Weightings

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

Recent News: GBLFX

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Research Reports: GBLFX

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