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 Dow Down 0.42% Nasdaq Down 0.05%

American Funds Global Balanced F2 (GBLFX)

31.69 Down 0.05(0.16%) Jul 29
Prev Close:31.74
YTD Return*:6.16%
Net Assets*:5.89B
Yield*:1.90%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for GBLFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NVSEF2.7716.18
AMGN1.746.53
BPAQF.L1.7313.36
GILD1.7213.57
VZ1.702.63

Fund Basics

Morningstar Overall Rating:
Total Assets:5.89B
Category:World Allocation
Annual Report Expense Ratio (net):0.71%

Performance & Risk

YTD Return:6.16%
5y Avg Return:N/A
Rank in Category (ytd):29
% Rank in Category (ytd):5.51%
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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