American Funds Global Balanced A
American Funds Global Balanced FundOne Market Steuart Tower, Suite 1800San Francisco, California 94105-1409
Map
Phone: 800-421-4225
| Category: | World Allocation | | Fund Family: | American Funds | | Net Assets: | 3.76B | | Year-to-Date Return: | 1.91% | | Yield: | 2.04% | | Morningstar Rating: | N/A | | Fund Inception Date: | Jan 31, 2011 |
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David M. Riley
Lead Manager since Jan 31, 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. |
| Min Initial Investment: | 250 | | Min Initial Investment, IRA: | 250 | | Min Initial Investment, AIP: | 50 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | 50 | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income.
The fund usually invests 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 maintain at least 45% of the value of its assets in common stocks and other equity investments. The fund will invest at least 25% of the value of its assets in bonds and other debt securities (including money market instruments). These will consist of investment-grade securities. |
| Last Dividend
(Mar 26, 2013)
:
| 0.09 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 62.00% | | Average for Category: | 116.77% |
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| Expense | GBLAX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.91% | 1.20% | | Prospectus Net Expense Ratio: | 0.91% | N/A | | Prospectus Gross Expense Ratio: | 0.91% | N/A | | Max 12b1 Fee: | 0.20% | N/A | | Max Front End Sales Load: | 5.75% | 5.33% | | Max Deferred Sales Load:
| N/A | 1.89% | | 3 Yr Expense Projection*: | 848 | 724 | | 5 Yr Expense Projection*: | 1,050 | 1,155 | | 10 Yr Expense Projection*: | 1,630 | 2,426 |
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0.19(0.65%) May 22