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American Funds Global Balanced Fd Cl A: (MF: GBLAX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$38.41 USD
+0.09 (0.24%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in July 1996 and managed by Lord Abbett and Co. The objective of the fund is high current income consistent with reasonable risk. Capital appreciation is a secondary consideration. The fund invests in high-quality and investment grade debt securities of domestic and foreign companies. The fund invests at least 65% of its assets in high quality debts securities. The fund may invest up to 15% of its assets in high yield debt securities, sometimes called 'lower rated bonds' or 'junk bonds.' The dividends are offered semi-annually and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Funds Global Balanced A | GBLAX | 5.75 | NA | 0.00 | 0.25 | 0.43 | 0.81 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Funds Global Balanced A | GBLAX | 38.32 | 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 | 37.66 | 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 A | GBLAX | 250 | 50 | 25 | Q |
Contact Information
| Family | American Funds |
| Address | 333 S Hope St Los Angeles, CA 90071 |
| Phone | 800 421-4225 |