American Funds Global Balanced Fund Class R-2E RGGHX Strategy
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
|
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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|---|---|---|---|---|---|---|---|---|---|---|---|
GBLEX
| American Funds Global Balanced Fund Class F-1 | No Load | Open | $84.91M | 0.850% | Average | $250 | −$5.04M | |||
GBLFX
| American Funds Global Balanced Fund Class F-2 | No Load | Open | $6.22B | 0.580% | Below Average | $250 | $854.65M | |||
FFGGX
| American Funds Global Balanced Fund Class 529-F-2 | No Load | Open | $59.67M | 0.570% | Below Average | $250 | −$2.42M | |||
FFBGX
| American Funds Global Balanced Fund Class 529-F-3 | No Load | Open | $16,322.00 | 0.520% | Below Average | $250 | $280.53 | |||
GFBLX
| American Funds Global Balanced Fund Class F-3 | Institutional | Open | $1.58B | 0.470% | Low | $1M | $122.74M | |||
CBFAX
| American Funds Global Balanced Fund Class 529-A | Front Load | Open | $338.41M | 0.830% | Low | $250 | −$11.67M | |||
GBLAX
| American Funds Global Balanced Fund Class A | Front Load | Open | $5.63B | 0.800% | Low | $250 | −$279.65M | |||
CBFCX
| American Funds Global Balanced Fund Class 529-C | Level Load | Open | $10.93M | 1.600% | Average | $250 | −$1.50M | |||
CBFEX
| American Funds Global Balanced Fund Class 529-E | Level Load | Open | $10.81M | 1.070% | Low | $250 | −$616,368.90 | |||
GBLCX
| American Funds Global Balanced Fund Class C | Level Load | Open | $143.88M | 1.550% | Below Average | $250 | −$43.89M | |||
RGBFX
| American Funds Global Balanced Fund Class R-5 | Retirement, Large | Open | $13.48M | 0.530% | Below Average | $250 | −$6.55M | |||
RGBGX
| American Funds Global Balanced Fund Class R-6 | Retirement, Large | Open | $19.58B | 0.470% | Below Average | $250 | $954.03M | |||
RGBHX
| American Funds Global Balanced Fund Class R-5E | Retirement, Large | Open | $12.20M | 0.630% | Average | $250 | $1.09M | |||
RGBEX
| American Funds Global Balanced Fund Class R-4 | Retirement, Medium | Open | $40.68M | 0.810% | Low | $250 | −$3.51M | |||
RGBCX
| American Funds Global Balanced Fund Class R-3 | Retirement, Medium | Open | $57.65M | 1.110% | Below Average | $250 | −$7.82M | |||
RGBLX
| American Funds Global Balanced Fund Class R-1 | Retirement, Small | Open | $3.22M | 1.530% | High | $250 | −$813,651.06 | |||
RGBBX
| American Funds Global Balanced Fund Class R-2 | Retirement, Small | Open | $42.90M | 1.550% | High | $250 | −$2.62M | |||
RGGHX
| American Funds Global Balanced Fund Class R-2E | Retirement, Small | Open | $4.06M | 1.270% | Below Average | $250 | −$554,481.21 |
United States