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    More On GBLAX

    American Funds Global Balanced A (GBLAX)

    30.25 Down 0.22(0.72%) Jan 30
    Prev Close:30.47
    YTD Return*:3.69%
    Net Assets*:6.23B
    Yield*:1.83%

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    NVSEF2.66-1.57
    AMGN2.220.38
    MO1.90-0.61
    VZ1.660.38
    PM1.58-0.53

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.23B
    Category:World Allocation
    Annual Report Expense Ratio (net):0.89%

    Performance & Risk

    YTD Return:3.69%
    5y Avg Return:N/A
    Rank in Category (ytd):21
    % Rank in Category (ytd):3.93%
    Beta (3y):1.05
    Morningstar Risk Rating:3

    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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