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American Funds Global Balanced A (GBLAX)

31.34 Up 0.13(0.42%) Oct 30
Prev Close:31.34
YTD Return*:4.34%
Net Assets*:6.08B
Yield*:1.80%

* As of 30-Sep-14

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

Top Holdings

Symbol% AssetsYTD Return %
NVSEF2.7819.48
GILD2.1240.60
AMGN1.9923.29
MO1.8923.08
VZ1.743.83

Fund Basics

Morningstar Overall Rating:
Total Assets:6.08B
Category:World Allocation
Annual Report Expense Ratio (net):0.93%

Performance & Risk

YTD Return:4.34%
5y Avg Return:N/A
Rank in Category (ytd):17
% Rank in Category (ytd):3.27%
Beta (3y):1.01
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. 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. View More
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