C
American Funds Global Balanced Fund Class 529-C CBFCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CBFCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info CBFCX-NASDAQ Click to
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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 CBFCX-NASDAQ Click to
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Fund Name American Funds Global Balanced Fund Class 529-C
Category Global Moderate 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 --
Back End Fee 0.01
Dividends and Shares CBFCX-NASDAQ Click to
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Dividend Yield 1.14%
Dividend CBFCX-NASDAQ Click to
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Dividend Yield (Forward) 2.71%
Asset Allocation CBFCX-NASDAQ Click to
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Cash 7.15%
Stock 60.74%
U.S. Stock 35.22%
Non-U.S. Stock 25.52%
Bond 30.35%
U.S. Bond 15.42%
Non-U.S. Bond 14.93%
Preferred 0.33%
Convertible 0.04%
Other Net 1.39%
Price History CBFCX-NASDAQ Click to
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7-Day Total Return 2.15%
30-Day Total Return 3.44%
60-Day Total Return 6.75%
90-Day Total Return 7.16%
Year to Date Total Return 8.72%
1-Year Total Return 10.86%
2-Year Total Return 21.84%
3-Year Total Return 31.41%
5-Year Total Return 36.59%
Price CBFCX-NASDAQ Click to
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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 CBFCX-NASDAQ Click to
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Nav $39.41
1-Month Low NAV $38.32
1-Month High NAV $39.41
52-Week Low NAV $34.71
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $39.85
52-Week High Price (Date) Sep 27, 2024
Beta / Standard Deviation CBFCX-NASDAQ Click to
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Beta 0.73
Standard Deviation 11.87
Balance Sheet CBFCX-NASDAQ Click to
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Total Assets 26.86B
Operating Ratios CBFCX-NASDAQ Click to
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Expense Ratio 1.59%
Turnover Ratio 114.00%
Performance CBFCX-NASDAQ Click to
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Last Bull Market Total Return 7.65%
Last Bear Market Total Return -11.62%