C
American Funds Global Balanced Fund Class R-4 RGBEX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RGBEX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info RGBEX-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 RGBEX-NASDAQ Click to
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Fund Name American Funds Global Balanced Fund Class R-4
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 RGBEX-NASDAQ Click to
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Dividend Yield 1.90%
Dividend RGBEX-NASDAQ Click to
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Dividend Yield (Forward) 2.71%
Asset Allocation RGBEX-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 RGBEX-NASDAQ Click to
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7-Day Total Return 1.30%
30-Day Total Return 2.59%
60-Day Total Return 5.86%
90-Day Total Return 3.52%
Year to Date Total Return 6.31%
1-Year Total Return 9.11%
2-Year Total Return 22.00%
3-Year Total Return 23.29%
5-Year Total Return 35.87%
Price RGBEX-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 RGBEX-NASDAQ Click to
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Nav $38.79
1-Month Low NAV $37.63
1-Month High NAV $38.79
52-Week Low NAV $34.81
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $39.96
52-Week High Price (Date) Sep 27, 2024
Beta / Standard Deviation RGBEX-NASDAQ Click to
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Beta 0.73
Standard Deviation 11.91
Balance Sheet RGBEX-NASDAQ Click to
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Total Assets 26.84B
Operating Ratios RGBEX-NASDAQ Click to
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Expense Ratio 0.81%
Turnover Ratio 114.00%
Performance RGBEX-NASDAQ Click to
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Last Bull Market Total Return 8.16%
Last Bear Market Total Return -11.45%