American Funds Global Balanced Fund Class 529-A
CBFAX
NASDAQ
| Weiss Ratings | CBFAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CBFAX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | Alfonso Barroso (12), Winnie Kwan (12), Andrew A. Cormack (6), 2 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | CBFAX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Global Balanced Fund Class 529-A | |||
| Category | Global Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Feb 01, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.04 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CBFAX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.76% | |||
| Dividend | CBFAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.62% | |||
| Asset Allocation | CBFAX-NASDAQ | Click to Compare |
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| Cash | 3.94% | |||
| Stock | 63.55% | |||
| U.S. Stock | 37.56% | |||
| Non-U.S. Stock | 25.99% | |||
| Bond | 31.09% | |||
| U.S. Bond | 14.61% | |||
| Non-U.S. Bond | 16.48% | |||
| Preferred | 0.00% | |||
| Convertible | 0.03% | |||
| Other Net | 1.39% | |||
| Price History | CBFAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.04% | |||
| 30-Day Total Return | -1.41% | |||
| 60-Day Total Return | 1.32% | |||
| 90-Day Total Return | 2.60% | |||
| Year to Date Total Return | 2.67% | |||
| 1-Year Total Return | 6.59% | |||
| 2-Year Total Return | 23.15% | |||
| 3-Year Total Return | 13.12% | |||
| 5-Year Total Return | 62.26% | |||
| Price | CBFAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CBFAX-NASDAQ | Click to Compare |
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| Nav | $37.61 | |||
| 1-Month Low NAV | $37.11 | |||
| 1-Month High NAV | $38.15 | |||
| 52-Week Low NAV | $36.21 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $39.94 | |||
| 52-Week High Price (Date) | Sep 27, 2024 | |||
| Beta / Standard Deviation | CBFAX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 12.42 | |||
| Balance Sheet | CBFAX-NASDAQ | Click to Compare |
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| Total Assets | 26.07B | |||
| Operating Ratios | CBFAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.84% | |||
| Turnover Ratio | 91.00% | |||
| Performance | CBFAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.12% | |||
| Last Bear Market Total Return | -11.46% | |||
