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American Funds Global Balanaced Fd Cl 529-e: (MF: CBFEX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:31 PM ET

$40.30 USD

+0.02 (0.05%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.91 24
3 months 4.95 38
6 months 9.79 34
1 Year 18.30 40
3 Year 13.41 50
5 Year 6.50 57
10 Year 7.43 62

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.81
5 Year 5.55
10 Year 6.67
Since Inception 6.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.70 7.63 3.89 2.71
2024 3.51 0.41 6.93 -4.39
2023 4.03 3.29 -4.43 10.42
2022 -5.42 -11.50 -6.91 9.77
2021 1.58 4.34 -0.71 3.43

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9116.816.2713.40-14.478.8510.2116.94-6.3913.696.09
% Total Return Rel to Index 0.96-1.40-18.75-12.843.73-19.83-8.19-14.54-2.00-8.09-5.84
% Total Return Rel to Peer 0.162.31-3.640.24-1.50-2.65-0.47-0.250.090.23-0.17
% Perf Quintile vs Peer* 3.002.000.003.002.004.004.004.003.003.004.00
% Dividends 0.000.850.600.490.400.570.370.550.590.450.50
% Yield 0.001.981.532.191.211.390.971.561.941.331.64
Capital Gains ($) 0.001.591.320.000.001.640.000.000.000.480.00
Expense Ratio 0.001.071.071.081.071.071.081.101.121.131.16

* 1 = Top 20%, 5 = Bottom 20%