The team’s strength in equity investing makes American Funds Global Balanced and American Funds IS Global Balanced solid choices.
American Funds Global Balanced F1 GBLEX
- NAV / 1-Day Return 36.56 / −0.76 %
- Total Assets 27.2 Bil
-
Adj. Expense Ratio
0.870%
- Expense Ratio 0.870%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Global Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.56%
- Turnover 91%
USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 10:17 PM GMT+0
Morningstar’s Analysis GBLEX
Will GBLEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Capital Group Central Cash Fund | 7.80 | 2.2 Bil | Cash and Equivalents |
Broadcom Inc | 3.75 | 1.0 Bil | Technology |
Microsoft Corp | 3.10 | 854.9 Mil | Technology |
Cap Grp Cent Fd Ser Ii | 2.12 | 583.9 Mil | — |
Canadian Natural Resources Ltd | 1.92 | 530.7 Mil | Energy |
Abbott Laboratories | 1.67 | 462.2 Mil | Healthcare |
RTX Corp | 1.42 | 391.0 Mil | Industrials |
Sanofi SA | 1.33 | 366.4 Mil | Healthcare |
Meta Platforms Inc Class A | 1.19 | 328.9 Mil | Communication Services |
B3 SA - Brasil Bolsa Balcao | 1.15 | 316.2 Mil | Financial Services |