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    American Funds Global Balanced A (GBLAX)

    30.88 Down 0.01(0.03%) Mar 2

    Profile as of Jan 30, 2015Get Profile for:
    American Funds Global Balanced A
    American Funds Global Balanced FundOne Market Steuart Tower, Suite 1800San Francisco, CA 94105-1409
    Phone: 800-421-4225
    Fund Overview 
    Category:World Allocation
    Fund Family:American Funds
    Net Assets:7.10B
    Year-to-Date Return:0.27%
    Morningstar Rating:3 stars
    Fund Inception Date:Feb 1, 2011
    Morningstar Style Box 
    World Allocation
    [View Category Definition]
    View Top World Allocation Funds
    About the Morningstar Style Box
    Management Information 
    David M. Riley
    Lead Manager since Feb 1, 2011
    Riley is a senior vice president with Capital Research Company. He has been an investment professional for 15 years, all with Capital Research and Management Company or affiliate.
    Investment Information 
    Min Initial Investment:250
    Min Initial Investment, IRA:25
    Min Initial Investment, AIP:250
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    GBLAX can be purchased from 32 brokerages.

    Fund Summary 
    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. It 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.

    Fund Operations 
    Last Dividend (Dec 25, 2014) : 0.10
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Feb 26, 2015) : 74.00%
    Average for Category:53.46%
    Fees & Expenses 
    ExpenseGBLAXCategory Avg
    Annual Report Expense Ratio (net):0.89%1.06%
    Prospectus Net Expense Ratio:0.89%N/A
    Prospectus Gross Expense Ratio:0.89%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.75%5.36%
    Max Deferred Sales Load: N/A1.93%
    3 Yr Expense Projection*:843652
    5 Yr Expense Projection*:1,0401,037
    10 Yr Expense Projection*:1,6082,101
    * Per $10,000 invested