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    More On GBLAX

    American Funds Global Balanced A (GBLAX)

    29.29 Up 0.22(0.76%) May 24
    Prev Close:29.07
    YTD Return*:5.11%
    Net Assets*:9.74B
    Yield*:1.29%

    * As of 30-Apr-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for GBLAX

    Top Holdings

    Symbol% AssetsYTD Return %
    PM2.58N/A
    VZ2.42N/A
    ITYBF.L1.67N/A
    NVSEF1.55N/A
    SSEZF.L1.51N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:9.74B
    Category:World Allocation
    Annual Report Expense Ratio (net):0.85%

    Performance & Risk

    YTD Return:5.11%
    5y Avg Return:5.18%
    Rank in Category (ytd):12
    % Rank in Category (ytd):2%
    Beta (3y):1.09
    Morningstar Risk Rating:2

    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. View More
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