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American Funds Global Balanced Fd Cl 529- F-1: (MF: CBFFX)
(NASDAQ Mutual Funds) As of May 19, 2025 08:00 PM ET
$38.58 USD
+0.20 (0.52%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.57 | 10 |
| 3 months | -0.44 | 21 |
| 6 months | 1.09 | 34 |
| 1 Year | 8.67 | 46 |
| 3 Year | 6.47 | 47 |
| 5 Year | 7.01 | 61 |
| 10 Year | 5.05 | 57 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 17.85 |
| % Yield | 2.11 |
| % SEC Yield | NA |
| Net Assets (Mil $) 4/30/2025 | 0.01 |
| % Turnover 4/30/2025 | 114.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.64 | 0.62 | 0.59 |
| Alpha | -2.79 | -3.49 | -2.91 |
| R Squared | 0.80 | 0.83 | 0.82 |
| Std. Dev. | 11.74 | 11.20 | 10.12 |
| Sharpe | 0.23 | 0.43 | 5.00 |
Sector / Country Weightings
| As of 4/30/2025 | % of Portfolio |
|---|---|
| NA | NA |
Portfolio Holdings
| Top Equity Holdings (As of 1/31/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| TOTAL*BONDS & NOTES COMBO | 30.86 | 7,970.08 |
| TOTAL*SHORT TERM INVESTME | 4.55 | 1,175.65 |
| BROADCOM INC | 2.94 | 759.90 |
| MICROSOFT CORP | 2.32 | 598.34 |
| META PLATFORMS INC | 2.30 | 594.86 |
| ALPHABET INC CLASS A | 1.68 | 434.09 |
| RAYTHEON TECHNOLOGIES COR | 1.68 | 433.74 |
| APPLE INC | 1.49 | 384.75 |
| AMAZON.COM INC | 1.47 | 378.60 |
Stock Holding % of Net Assets
| As Of | 1/31/2025 |
| Total Issues | 142 |
| Avg. P/E | 27.02 |
| Avg. P/Book | 4.46 |
| Avg. EPS Growth | 10.4 |
| Avg. Market Value (Mil $) | 477,914 |
Composition
| % of Portfolio | |
| Stocks | 63.36 |
| Foreign Stocks | 26.76 |
| Cash | 4.55 |
| Bonds | 30.86 |
| Foreign Bonds | 0.00 |
| Preferred | 0.06 |
| Convertible | 0.33 |
| Other | 0.83 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 15.18 |
| Large Value | 9.94 |
| Small Growth | 0.00 |
| Small Value | 2.86 |
| Foreign Stock | 19.43 |
| Emerging Market | 4.52 |
| Precious Metal | 1.08 |
| Intermediate Bond | 19.96 |
| Foreign Bond | 2.78 |
| High Yield Bond | 20.76 |