- 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.
- How big is GBLEX?
- American Funds Global Balanced Fd Cl F-1 (GBLEX) manages $33.54B 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 January 2011 and is managed by Capital Group.
- How has GBLEX performed?
- GBLEX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
