American Funds Global Balanced Fund Class R-3 RGBCX
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.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
GBLEX | American Funds Global Balanced Fund Class F-1 | No Load | Open | $83.26M | 0.850% | Above Average | $250 | −$3.35M | |||
GBLFX | American Funds Global Balanced Fund Class F-2 | No Load | Open | $6.15B | 0.580% | Below Average | $250 | $788.39M | |||
FFGGX | American Funds Global Balanced Fund Class 529-F-2 | No Load | Open | $58.57M | 0.570% | Below Average | $250 | $1.63M | |||
FFBGX | American Funds Global Balanced Fund Class 529-F-3 | No Load | Open | $15,919.00 | 0.520% | Below Average | $250 | $288.91 | |||
GFBLX | American Funds Global Balanced Fund Class F-3 | Institutional | Open | $1.55B | 0.470% | Low | $1M | $115.48M | |||
GBLAX | American Funds Global Balanced Fund Class A | Front Load | Open | $5.41B | 0.800% | Low | $250 | −$292.59M | |||
CBFAX | American Funds Global Balanced Fund Class 529-A | Front Load | Open | $326.67M | 0.830% | Low | $250 | −$13.65M | |||
CBFCX | American Funds Global Balanced Fund Class 529-C | Level Load | Open | $10.06M | 1.600% | Average | $250 | −$1.76M | |||
CBFEX | American Funds Global Balanced Fund Class 529-E | Level Load | Open | $10.18M | 1.070% | Low | $250 | −$930,120.16 | |||
GBLCX | American Funds Global Balanced Fund Class C | Level Load | Open | $131.97M | 1.550% | Below Average | $250 | −$42.50M | |||
RGBFX | American Funds Global Balanced Fund Class R-5 | Retirement, Large | Open | $12.27M | 0.530% | Below Average | $250 | −$2.61M | |||
RGBGX | American Funds Global Balanced Fund Class R-6 | Retirement, Large | Open | $19.17B | 0.470% | Below Average | $250 | $856.74M | |||
RGBHX | American Funds Global Balanced Fund Class R-5E | Retirement, Large | Open | $11.76M | 0.630% | Average | $250 | $336,113.84 | |||
RGBEX | American Funds Global Balanced Fund Class R-4 | Retirement, Medium | Open | $38.68M | 0.810% | Low | $250 | −$3.84M | |||
RGBCX | American Funds Global Balanced Fund Class R-3 | Retirement, Medium | Open | $55.09M | 1.110% | Below Average | $250 | −$9.48M | |||
RGBLX | American Funds Global Balanced Fund Class R-1 | Retirement, Small | Open | $3.15M | 1.530% | High | $250 | −$239,291.41 | |||
RGBBX | American Funds Global Balanced Fund Class R-2 | Retirement, Small | Open | $40.83M | 1.550% | High | $250 | −$3.16M | |||
RGGHX | American Funds Global Balanced Fund Class R-2E | Retirement, Small | Open | $3.54M | 1.270% | Below Average | $250 | −$882,915.06 |
United States