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    American Funds Global Balanced A (GBLAX)

    29.40 Down 0.01(0.03%) Nov 27

    Profile as of Oct 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:9.21B
    Year-to-Date Return:-0.83%
    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 
    Robert Neithart
    Lead Manager since Feb 1, 2011
    Robert H. Neithart is a fixed-income portfolio manager at Capital Group. He is chairman of the Fixed Income Management Committee and of Capital Strategy Research, Inc. Rob’s investment responsibilities are focused on global multi-currency fixed income, emerging market debt and global high income portfolios. He has 26 years of investment experience, all with Capital Group. Rob began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor’s degree in economics from Occidental College graduating cum laude. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the National Association of Business Economists. Rob is based in Los Angeles.
    Investment Information 
    Min Initial Investment:250
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:250
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    GBLAX can be purchased from 35 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 (Sep 23, 2015) : 0.09
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Nov 24, 2015) : 74.00%
    Average for Category:44.67%
    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/A1.89%
    3 Yr Expense Projection*:843614
    5 Yr Expense Projection*:1,040976
    10 Yr Expense Projection*:1,6081,993
    * Per $10,000 invested