C
American Funds Global Balanced Fund Class 529-F-3 FFBGX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings FFBGX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info FFBGX-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 FFBGX-NASDAQ Click to
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Fund Name American Funds Global Balanced Fund Class 529-F-3
Category Global Moderate Allocation
Sub-Category Moderate Allocation
Prospectus Objective Balanced
Inception Date Oct 30, 2020
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 FFBGX-NASDAQ Click to
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Dividend Yield 2.39%
Dividend FFBGX-NASDAQ Click to
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Dividend Yield (Forward) 2.35%
Asset Allocation FFBGX-NASDAQ Click to
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Cash 4.61%
Stock 61.34%
U.S. Stock 34.69%
Non-U.S. Stock 26.65%
Bond 32.56%
U.S. Bond 17.58%
Non-U.S. Bond 14.98%
Preferred 0.32%
Convertible 0.00%
Other Net 1.17%
Price History FFBGX-NASDAQ Click to
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7-Day Total Return -0.71%
30-Day Total Return -0.52%
60-Day Total Return -3.06%
90-Day Total Return -3.24%
Year to Date Total Return 5.07%
1-Year Total Return 7.08%
2-Year Total Return 21.66%
3-Year Total Return 43.32%
5-Year Total Return 29.52%
Price FFBGX-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 FFBGX-NASDAQ Click to
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Nav $41.60
1-Month Low NAV $41.60
1-Month High NAV $42.40
52-Week Low NAV $39.29
52-Week Low NAV (Date) Mar 30, 2026
52-Week High NAV $43.46
52-Week High Price (Date) Aug 13, 2026
Beta / Standard Deviation FFBGX-NASDAQ Click to
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Beta 0.63
Standard Deviation 8.30
Balance Sheet FFBGX-NASDAQ Click to
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Total Assets 32.92B
Operating Ratios FFBGX-NASDAQ Click to
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Expense Ratio 0.52%
Turnover Ratio 50.00%
Performance FFBGX-NASDAQ Click to
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Last Bull Market Total Return 20.15%
Last Bear Market Total Return -11.39%