American Funds Global Balanced Fund Class 529-C
CBFCX
NASDAQ
Weiss Ratings | CBFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | CBFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
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 Compare |
Click to Compare |
Click to Compare |
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 Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 1.14% | |||
Dividend | CBFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 2.71% | |||
Asset Allocation | CBFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 7.15% | |||
Stock | 60.74% | |||
U.S. Stock | 35.22% | |||
Non-U.S. Stock | 25.52% | |||
Bond | 30.32% | |||
U.S. Bond | 15.40% | |||
Non-U.S. Bond | 14.92% | |||
Preferred | 0.33% | |||
Convertible | 0.07% | |||
Other Net | 1.39% | |||
Price History | CBFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | 1.31% | |||
30-Day Total Return | 2.54% | |||
60-Day Total Return | 5.74% | |||
90-Day Total Return | 3.33% | |||
Year to Date Total Return | 5.98% | |||
1-Year Total Return | 8.30% | |||
2-Year Total Return | 20.12% | |||
3-Year Total Return | 20.41% | |||
5-Year Total Return | 30.66% | |||
Price | CBFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
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 Compare |
Click to Compare |
Click to Compare |
Nav | $38.64 | |||
1-Month Low NAV | $37.50 | |||
1-Month High NAV | $38.64 | |||
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 Compare |
Click to Compare |
Click to Compare |
Beta | 0.73 | |||
Standard Deviation | 11.87 | |||
Balance Sheet | CBFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 26.84B | |||
Operating Ratios | CBFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 1.59% | |||
Turnover Ratio | 114.00% | |||
Performance | CBFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 7.65% | |||
Last Bear Market Total Return | -11.62% | |||