Morningstar

American Funds Global Balanced Fund Class F-1 GBLEX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 42.17  /  −0.54 %
  • Total Assets 33.1B
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.97%
  • Turnover 50%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis GBLEX

Will GBLEX outperform in the 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 GBLEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GBLEX 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 GBLEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Sturdy and dependable.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

American Funds Global Balanced remains a well-diversified, solid option for balanced worldwide stock and bond exposure.

by Greg Carlson
Rated on Published on

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Portfolio Holdings GBLEX

More GBLEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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7.21 2B
Cash and Equivalents

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Broadcom Inc

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Energy

NVIDIA Corp

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Technology

Microsoft Corp

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Technology

RTX Corp

1.73 531M
Industrials

Eli Lilly and Co

1.42 437M
Healthcare

Cap Grp Cent Fd Ser Ii

1.40 429M
—

B3 SA - Brasil Bolsa Balcao

1.32 406M
Financial Services

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