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Morningstar

American Funds Global Balanced A GBLAX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 34.94  /  0.23 %
  • Total Assets 26.4 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.60%
  • Turnover 61%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis GBLAX

Will GBLAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GBLAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GBLAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GBLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid choice.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

The team’s strength in equity investing makes American Funds Global Balanced and American Funds IS Global Balanced solid choices.

by Greg Carlson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GBLAX

More GBLAX Holdings
  • Current Portfolio Date
  • Equity Holdings 160
  • Bond Holdings 558
  • Other Holdings 11
  • % Assets in Top 10 Holdings 16.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

9.37
2,333,173,596
Cash and Equivalents

Broadcom Inc

3.24
807,011,462
Technology

Microsoft Corp

2.67
665,886,754
Technology

Canadian Natural Resources Ltd

2.10
523,873,686
Energy

Sanofi SA

1.42
353,511,633
Healthcare

Abbott Laboratories

1.42
353,382,600
Healthcare

RTX Corp

1.34
334,439,768
Industrials

Cap Grp Cent Fd Ser Ii

1.25
312,450,558
—

United States Treasury Notes 4%

1.17
292,007,880
Government

General Electric Co

1.08
269,356,844
Industrials