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American Funds Global Balanced A (GBLAX)


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American Funds Global Balanced A

American Funds Global Balanced FundOne Market Steuart Tower, Suite 1800San Francisco, CA 94105-1409
800-421-4225
Management Information
Eric A. Richter,Lead Manager since January 31, 2011
Eric S. Richter is an equity portfolio manager at Capital Group. He has 25 years of investment experience and has been with Capital Group for 18 years. Earlier in his career, as an equity investment analyst at Capital, Eric covered electrical equipment, chemicals and miscellaneous companies with high dividend yields. Prior to joining Capital, he was a senior investment officer for Boatmen’s Trust Co. and an investment research analyst for Boatmen’s National Bank in St. Louis. Eric holds a doctorate in law from Harvard Law School, a master’s degree in art history from George Washington University and a bachelor’s degree in English from Princeton University. He also holds the Chartered Financial Analyst® designation. Eric is based in Washington, D.C.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Allocation
Fund FamilyAmerican Funds
Net Assets12.46B
YTD Return7.50%
Yield1.85%
Morningstar Rating★★★★
Inception DateJan 31, 2011

Fund Operations

Last Dividend0.09
Last Cap Gain0.00
Holdings Turnover59.00%
Average for CategoryN/A

Fees & Expenses

ExpenseGBLAXCategory Average
Annual Report Expense Ratio (net)0.85%1.06%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio0.85%N/A
Max 12b1 Fee0.24%N/A
Max Front End Sales Load5.75%4.81%
Max Deferred Sales LoadN/A1.69%
3 Yr Expense Projection831N/A
5 Yr Expense Projection1,019N/A
10 Yr Expense Projection1,564N/A