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American Funds Global Balanced C (GBLCX)

38.29 -0.15 (-0.39%)
At close: 8:00 PM EST
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DELL
  • Previous Close 38.44
  • YTD Return 7.47%
  • Expense Ratio 1.58%
  • Category World Allocation
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 26.62B
  • Beta (5Y Monthly) 0.98
  • Yield 1.02%
  • 5y Average Return --
  • Holdings Turnover 91.00%
  • Last Dividend 0.31
  • Inception Date Oct 30, 2020

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. The fund will invest at least 40% of its net assets in issuers outside the United States. Normally it will invest at least 25% of the value of its assets in bonds and other debt securities.

American Funds

Fund Family

World Allocation

Fund Category

26.62B

Net Assets

2020-10-30

Inception Date

Performance Overview: GBLCX

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Trailing returns as of 11/6/2024. Category is World Allocation.

YTD Return

GBLCX
7.47%
Category
8.60%
?

1-Year Return

GBLCX
20.25%
Category
25.33%
?

3-Year Return

GBLCX
1.30%
Category
8.02%
?

5-Year Return

GBLCX
5.10%
Category
8.06%
?

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Holdings: GBLCX

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Top 9 Holdings (15.43% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 2.85%
AVGO
Broadcom Inc. 2.57%
META
Meta Platforms, Inc. 1.65%
RTX
RTX Corporation 1.61%
FCX
Freeport-McMoRan Inc. 1.53%
AAPL
Apple Inc. 1.42%
SAN.PA
Sanofi 1.41%
CNQ.TO
Canadian Natural Resources Limited 1.24%
GOOGL
Alphabet Inc. 1.16%

Sector Weightings

Recent News: GBLCX

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Research Reports: GBLCX

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