C
American Funds Global Balanced Fund Class C GBLCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings GBLCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info GBLCX-NASDAQ Click to
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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 GBLCX-NASDAQ Click to
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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
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Dividend Yield 1.18%
Dividend GBLCX-NASDAQ Click to
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Dividend Yield (Forward) 2.71%
Asset Allocation GBLCX-NASDAQ Click to
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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 GBLCX-NASDAQ Click to
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7-Day Total Return 1.28%
30-Day Total Return 2.51%
60-Day Total Return 5.73%
90-Day Total Return 3.33%
Year to Date Total Return 5.98%
1-Year Total Return 8.30%
2-Year Total Return 20.19%
3-Year Total Return 20.59%
5-Year Total Return 30.95%
Price GBLCX-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 --
52-Week High Price (Date) --
NAV GBLCX-NASDAQ Click to
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Nav $38.69
1-Month Low NAV $37.55
1-Month High NAV $38.69
52-Week Low NAV $34.76
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $39.91
52-Week High Price (Date) Sep 27, 2024
Beta / Standard Deviation GBLCX-NASDAQ Click to
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Beta 0.73
Standard Deviation 11.88
Balance Sheet GBLCX-NASDAQ Click to
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Total Assets 26.84B
Operating Ratios GBLCX-NASDAQ Click to
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Expense Ratio 1.55%
Turnover Ratio 114.00%
Performance GBLCX-NASDAQ Click to
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Last Bull Market Total Return 7.66%
Last Bear Market Total Return -11.59%