American Funds Global Balanced Fund Class 529-E
CBFEX
NASDAQ
| Weiss Ratings | CBFEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CBFEX-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 | CBFEX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Global Balanced Fund Class 529-E | |||
| 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 | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CBFEX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.53% | |||
| Dividend | CBFEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.62% | |||
| Asset Allocation | CBFEX-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 | CBFEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.04% | |||
| 30-Day Total Return | -1.44% | |||
| 60-Day Total Return | 1.29% | |||
| 90-Day Total Return | 2.54% | |||
| Year to Date Total Return | 2.62% | |||
| 1-Year Total Return | 6.35% | |||
| 2-Year Total Return | 22.61% | |||
| 3-Year Total Return | 12.35% | |||
| 5-Year Total Return | 60.49% | |||
| Price | CBFEX-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 | CBFEX-NASDAQ | Click to Compare |
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| Nav | $37.57 | |||
| 1-Month Low NAV | $37.07 | |||
| 1-Month High NAV | $38.12 | |||
| 52-Week Low NAV | $36.18 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $39.91 | |||
| 52-Week High Price (Date) | Sep 27, 2024 | |||
| Beta / Standard Deviation | CBFEX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 12.41 | |||
| Balance Sheet | CBFEX-NASDAQ | Click to Compare |
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| Total Assets | 26.07B | |||
| Operating Ratios | CBFEX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.06% | |||
| Turnover Ratio | 91.00% | |||
| Performance | CBFEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 7.98% | |||
| Last Bear Market Total Return | -11.50% | |||
