American Funds Global Balanced A (GBLAX)
* As of 30-Apr-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.85%|
Performance & Risk
|5y Avg Return:||5.18%|
|Rank in Category (ytd):||12|
|% Rank in Category (ytd):||2%|
|Morningstar Risk Rating:||2|
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. View More