American Funds Global Balanced Fund Class 529-E CBFEX
Strategy
The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. 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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
GBLFX
| American Funds Global Balanced Fund Class F-2 | No Load | Open | $6.19B | 0.580% | Below Average | $250 | $814.20M | |||
GBLEX
| American Funds Global Balanced Fund Class F-1 | No Load | Open | $83.61M | 0.850% | Average | $250 | −$4.99M | |||
FFGGX
| American Funds Global Balanced Fund Class 529-F-2 | No Load | Open | $59.12M | 0.570% | Below Average | $250 | −$1.94M | |||
FFBGX
| American Funds Global Balanced Fund Class 529-F-3 | No Load | Open | $16,085.00 | 0.520% | Below Average | $250 | $286.54 | |||
GFBLX
| American Funds Global Balanced Fund Class F-3 | Institutional | Open | $1.57B | 0.470% | Low | $1M | $123.79M | |||
GBLAX
| American Funds Global Balanced Fund Class A | Front Load | Open | $5.49B | 0.800% | Low | $250 | −$285.25M | |||
CBFAX
| American Funds Global Balanced Fund Class 529-A | Front Load | Open | $330.52M | 0.830% | Low | $250 | −$13.19M | |||
CBFCX
| American Funds Global Balanced Fund Class 529-C | Level Load | Open | $10.20M | 1.600% | Average | $250 | −$1.63M | |||
CBFEX
| American Funds Global Balanced Fund Class 529-E | Level Load | Open | $10.34M | 1.070% | Low | $250 | −$961,462.90 | |||
GBLCX
| American Funds Global Balanced Fund Class C | Level Load | Open | $136.45M | 1.550% | Below Average | $250 | −$42.72M | |||
RGBFX
| American Funds Global Balanced Fund Class R-5 | Retirement, Large | Open | $12.53M | 0.530% | Below Average | $250 | −$2.00M | |||
RGBGX
| American Funds Global Balanced Fund Class R-6 | Retirement, Large | Open | $19.32B | 0.470% | Below Average | $250 | $895.90M | |||
RGBHX
| American Funds Global Balanced Fund Class R-5E | Retirement, Large | Open | $11.89M | 0.630% | Average | $250 | $854,079.79 | |||
RGBEX
| American Funds Global Balanced Fund Class R-4 | Retirement, Medium | Open | $39.81M | 0.810% | Low | $250 | −$2.66M | |||
RGBCX
| American Funds Global Balanced Fund Class R-3 | Retirement, Medium | Open | $55.70M | 1.110% | Below Average | $250 | −$8.87M | |||
RGBLX
| American Funds Global Balanced Fund Class R-1 | Retirement, Small | Open | $3.17M | 1.530% | High | $250 | −$341,180.03 | |||
RGBBX
| American Funds Global Balanced Fund Class R-2 | Retirement, Small | Open | $41.52M | 1.550% | High | $250 | −$2.80M | |||
RGGHX
| American Funds Global Balanced Fund Class R-2E | Retirement, Small | Open | $3.59M | 1.270% | Below Average | $250 | −$869,637.75 |
United States