C
American Funds Global Balanced Fund Class 529-F-1 CBFFX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CBFFX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info CBFFX-NASDAQ Click to
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Provider Capital Group
Manager/Tenure (Years) Alfonso Barroso (13), Winnie Kwan (13), Andrew A. Cormack (7), 2 others
Website http://capitalgroup.com
Fund Information CBFFX-NASDAQ Click to
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Fund Name American Funds Global Balanced Fund Class 529-F-1
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 --
Dividends and Shares CBFFX-NASDAQ Click to
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Dividend Yield 2.34%
Dividend CBFFX-NASDAQ Click to
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Dividend Yield (Forward) 2.41%
Asset Allocation CBFFX-NASDAQ Click to
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Cash 7.03%
Stock 63.23%
U.S. Stock 35.53%
Non-U.S. Stock 27.70%
Bond 28.06%
U.S. Bond 14.71%
Non-U.S. Bond 13.35%
Preferred 0.33%
Convertible 0.00%
Other Net 1.34%
Price History CBFFX-NASDAQ Click to
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7-Day Total Return -2.06%
30-Day Total Return -5.17%
60-Day Total Return -3.32%
90-Day Total Return -0.71%
Year to Date Total Return -1.50%
1-Year Total Return 12.42%
2-Year Total Return 19.20%
3-Year Total Return 37.40%
5-Year Total Return 29.24%
Price CBFFX-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 --
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NAV CBFFX-NASDAQ Click to
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Nav $39.46
1-Month Low NAV $39.46
1-Month High NAV $42.31
52-Week Low NAV $34.78
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $42.31
52-Week High Price (Date) Feb 25, 2026
Beta / Standard Deviation CBFFX-NASDAQ Click to
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Beta 0.71
Standard Deviation 8.08
Balance Sheet CBFFX-NASDAQ Click to
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Total Assets 32.36B
Operating Ratios CBFFX-NASDAQ Click to
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Expense Ratio 0.90%
Turnover Ratio 50.00%
Performance CBFFX-NASDAQ Click to
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Last Bull Market Total Return 8.21%
Last Bear Market Total Return -11.42%