American Funds Global Balanced Fd Cl 529-a: (MF: CBFAX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$38.38 USD
+0.09 (0.24%)
Fund Description
The fund was incepted in March 1974 and is managed by Alliance Capital Management. This fund's main objective is to maximize income over the long term. The fund's investment strategy is somewhat more aggressive than the strategies of many other funds that invest primarily in corporate bonds. The fund tends to have a relatively long average maturity and duration and may place significant emphasis on both foreign corporate and foreign sovereign debt obligations, as well as corporate bonds that are expected to benefit from improvement in their issuers' credit fundamentals. The fund primarily invests in investment-grade securities, it may also invest a significant amount of its assets in below investment grade securities. Dividends, if any, are declared on each fund business day and paid on the twentieth day of each month.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Funds Global Balanced 529A | CBFAX | 3.50 | NA | 0.00 | 0.23 | 0.43 | 0.85 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Funds Global Balanced A | GBLAX | 37.70 | 2/1/2011 | 1.96 | 8.53 | 6.34 | 6.85 |
| American Funds Global Balanced C | GBLCX | 37.74 | 2/1/2011 | 1.21 | 7.72 | 5.54 | 6.06 |
| American Funds Global Balanced F1 | GBLEX | 37.67 | 2/1/2011 | 1.91 | 8.47 | 6.30 | 6.81 |
| American Funds Global Balanced F2 | GBLFX | 37.71 | 2/1/2011 | 2.19 | 8.78 | 6.58 | 7.10 |
| American Funds Global Balanced 529A | CBFAX | 38.38 | 2/1/2011 | 1.93 | 8.51 | 6.30 | 6.82 |
| American Funds Global Balanced 529C | CBFCX | 37.50 | 2/1/2011 | 1.17 | 7.68 | 5.50 | 6.01 |
| American Funds Global Balanced 529E | CBFEX | 37.57 | 2/1/2011 | 1.70 | 8.26 | 6.06 | 6.58 |
| American Funds Glob Balanced 529 F1 | CBFFX | 37.66 | 2/1/2011 | 2.11 | 8.67 | 6.47 | 7.01 |
| American Funds Global Balanced R2 | RGBBX | 37.44 | 2/1/2011 | 1.24 | 7.74 | 5.57 | 6.07 |
| American Funds Global Balanced R3 | RGBCX | 37.62 | 2/1/2011 | 1.67 | 8.23 | 6.03 | 6.53 |
| American Funds Global Balanced R4 | RGBEX | 37.69 | 2/1/2011 | 1.96 | 8.53 | 6.34 | 6.84 |
| American Funds Global Balanced R5 | RGBFX | 37.69 | 2/1/2011 | 2.24 | 8.86 | 6.65 | 7.16 |
| American Funds Global Balanced R6 | RGBGX | 37.72 | 2/1/2011 | 2.29 | 8.92 | 6.70 | 7.22 |
| American Funds Global Balanced R1 | RGBLX | 37.55 | 2/1/2011 | 1.25 | 7.74 | 5.57 | 6.08 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| American Funds Global Balanced 529A | CBFAX | 250 | 50 | 25 | Q |
Contact Information
| Family | American Funds |
| Address | 333 S Hope St Los Angeles, CA 90071 |
| Phone | 800 421-4225 |