American Funds Global Balanced Fund Class R-1
RGBLX
NASDAQ
Weiss Ratings | RGBLX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | RGBLX-NASDAQ | Click to Compare |
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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 | RGBLX-NASDAQ | Click to Compare |
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Fund Name | American Funds Global Balanced Fund Class R-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 | RGBLX-NASDAQ | Click to Compare |
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Dividend Yield | 1.33% | |||
Dividend | RGBLX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.61% | |||
Asset Allocation | RGBLX-NASDAQ | Click to Compare |
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Cash | 6.50% | |||
Stock | 62.05% | |||
U.S. Stock | 35.02% | |||
Non-U.S. Stock | 27.03% | |||
Bond | 29.63% | |||
U.S. Bond | 13.78% | |||
Non-U.S. Bond | 15.85% | |||
Preferred | 0.31% | |||
Convertible | 0.04% | |||
Other Net | 1.47% | |||
Price History | RGBLX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.47% | |||
30-Day Total Return | 1.59% | |||
60-Day Total Return | 0.90% | |||
90-Day Total Return | 4.01% | |||
Year to Date Total Return | 10.71% | |||
1-Year Total Return | 8.99% | |||
2-Year Total Return | 24.75% | |||
3-Year Total Return | 35.45% | |||
5-Year Total Return | 31.05% | |||
Price | RGBLX-NASDAQ | Click to Compare |
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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 | RGBLX-NASDAQ | Click to Compare |
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Nav | $40.18 | |||
1-Month Low NAV | $39.81 | |||
1-Month High NAV | $40.51 | |||
52-Week Low NAV | $34.76 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $40.51 | |||
52-Week High Price (Date) | Aug 28, 2025 | |||
Beta / Standard Deviation | RGBLX-NASDAQ | Click to Compare |
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Beta | 0.72 | |||
Standard Deviation | 10.70 | |||
Balance Sheet | RGBLX-NASDAQ | Click to Compare |
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Total Assets | 28.87B | |||
Operating Ratios | RGBLX-NASDAQ | Click to Compare |
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Expense Ratio | 1.53% | |||
Turnover Ratio | 114.00% | |||
Performance | RGBLX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 7.68% | |||
Last Bear Market Total Return | -11.60% | |||