The team’s strength in equity investing makes American Funds Global Balanced and American Funds IS Global Balanced solid choices.
American Funds Global Balanced 529F1 CBFFX
- NAV / 1-Day Return 36.37 / +0.06 %
- Total Assets 27.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.920%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Global Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield —
- Turnover 91%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 9:57 PM GMT+0
Morningstar’s Analysis CBFFX
Will CBFFX 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 19.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Capital Group Central Cash Fund | 6.28 | 1.7 Bil | Cash and Equivalents |
Broadcom Inc | 3.98 | 1.1 Bil | Technology |
Microsoft Corp | 3.39 | 940.4 Mil | Technology |
Cap Grp Cent Fd Ser Ii | 2.38 | 659.4 Mil | — |
Canadian Natural Resources Ltd | 1.81 | 501.0 Mil | Energy |
Abbott Laboratories | 1.80 | 498.1 Mil | Healthcare |
Meta Platforms Inc Class A | 1.68 | 466.3 Mil | Communication Services |
RTX Corp | 1.36 | 375.6 Mil | Industrials |
Sanofi SA | 1.26 | 350.4 Mil | Healthcare |
United States Treasury Notes 4% | 1.07 | 296.4 Mil | Government |