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American Funds Global Balanced F2 (GBLFX)

31.76 Up 0.08(0.25%) Aug 19
Prev Close:31.68
YTD Return*:4.56%
Net Assets*:5.91B
Yield*:1.93%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for GBLFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NVSEF2.7710.38
AMGN1.7411.12
BPAQF.L1.733.79
GILD1.7221.84
VZ1.704.64

Fund Basics

Morningstar Overall Rating:
Total Assets:5.91B
Category:World Allocation
Annual Report Expense Ratio (net):0.71%

Performance & Risk

YTD Return:4.56%
5y Avg Return:N/A
Rank in Category (ytd):32
% Rank in Category (ytd):6.1%
Beta (3y):1.05
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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