American Funds Global Balanced A (GBLAX)
* As of 30-Sep-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.93%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||17|
|% Rank in Category (ytd):||3.27%|
|Morningstar Risk Rating:||2|
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