American Funds Global Balanced Fund Class C
GBLCX
NASDAQ
| Weiss Ratings | GBLCX-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 | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Alfonso Barroso (13), Winnie Kwan (13), Andrew A. Cormack (7), 2 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds Global Balanced Fund Class 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 | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.29% | |||
| Dividend | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.25% | |||
| Asset Allocation | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 7.74% | |||
| Stock | 60.64% | |||
| U.S. Stock | 35.31% | |||
| Non-U.S. Stock | 25.33% | |||
| Bond | 29.85% | |||
| U.S. Bond | 15.92% | |||
| Non-U.S. Bond | 13.93% | |||
| Preferred | 0.57% | |||
| Convertible | 0.00% | |||
| Other Net | 1.19% | |||
| Price History | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.42% | |||
| 30-Day Total Return | -0.54% | |||
| 60-Day Total Return | -0.31% | |||
| 90-Day Total Return | 1.41% | |||
| Year to Date Total Return | 4.90% | |||
| 1-Year Total Return | 11.24% | |||
| 2-Year Total Return | 22.70% | |||
| 3-Year Total Return | 33.43% | |||
| 5-Year Total Return | 27.09% | |||
| Price | GBLCX-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 | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $41.98 | |||
| 1-Month Low NAV | $41.78 | |||
| 1-Month High NAV | $42.41 | |||
| 52-Week Low NAV | $39.27 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $42.81 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.64 | |||
| Standard Deviation | 8.80 | |||
| Balance Sheet | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 33.15B | |||
| Operating Ratios | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.55% | |||
| Turnover Ratio | 50.00% | |||
| Performance | GBLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.16% | |||
| Last Bear Market Total Return | -11.59% | |||