American Funds Global Balanced Fd Cl F-1

Frequently Asked Questions About GBLEX

What does GBLEX invest in?

This fund endeavors to achieve a harmonious balance among three primary objectives: fostering substantial long-term capital appreciation, diligently safeguarding invested principal, and providing a steady income stream. Operating as a globally diversified balanced portfolio, it strategically allocates capital across international equity and fixed-income markets. Stock selections prioritize opportunities for growth or dividend payouts, while debt securities are chosen with a focus on principal preservation and mitigating overall volatility. The fund's holdings are spread across various countries, ensuring that a minimum of 40% of its net assets originate from non-U.S. issuers. Additionally, under normal circumstances, at least 25% of its total assets will be committed to bonds and other debt instruments.

What is the expense ratio of GBLEX?

American Funds Global Balanced Fd Cl F-1 (GBLEX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.

What is GBLEX's dividend yield?

GBLEX's trailing-twelve-month yield is 5.87%, calculated from the sum of dividends over the past year divided by the current price.

How big is GBLEX?

American Funds Global Balanced Fd Cl F-1 (GBLEX) manages $32.98B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is GBLEX actively managed or an index fund?

GBLEX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was GBLEX launched?

American Funds Global Balanced Fd Cl F-1 (GBLEX) launched in February 2011 and is managed by Capital Group.