American FundsŪ Global Balanced Fund
Balanced
Overview
American Funds Global Balanced Fund may be appropriate for:
- Investors seeking growth and income opportunities worldwide
- Conservative investors looking for a mix of global stocks and bonds that aims to protect principal and reduce volatility
- Investors who want a fund that can serve as a complete global portfolio
Objective
This fund seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income.
Manager
The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest investment management firms. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk.
Fund information
- Began operations: 2/01/11
- Expense ratio:* 0.64%
- Investment expenses paid annually:† $6.40 for a $1,000 balance
- Ticker symbol: RGBHX
*The investment adviser is currently reimbursing a portion of other expenses. The reimbursement will be in effect through at least April 7, 2018. The adviser may elect at its discretion to extend, modify or terminate the reimbursement at that time. Expense ratios are as of each fund’s prospectus.
†You can estimate the investment expenses you’re paying annually by multiplying your balance in the fund by the expense ratio.
Top 10 holdings
(Percentage of net assets shown are for the most recent period available as of 6/30/24; holdings are subject to change)
- Microsoft 3.2%
- Broadcom 3.0%
- Meta Platforms 1.8%
- Canadian Natural Resources 1.6%
- Rtx Corp 1.5%
- Apple 1.4%
- Alphabet 1.4%
- Sanofi 1.3%
- Freeport-McMoRan 1.3%
- Novo Nordisk 1.2%
Asset mix
(as of 6/30/24; percentage of net assets; holdings are subject to change)
Geographic breakdown
(as of 6/30/24; percentage of net assets; holdings are subject to change)
*Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public.
Past results
The bar graph below shows the fund’s annual results and illustrates the fund’s fluctuations over the past 10 years. (These percentages are based on Class R-5E shares at net asset value after the share class inception date of May 15, 2002. All Class R-5E share results prior to this date, or prior to the date of first sale, are hypothetical based on Class A share results, adjusted for typical additional estimated expenses, and are calculated without a sales charge. These results are updated annually as of 12/31. Other share class results will vary.)
Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown here. For more current information and month-end results, click here. Share price and return will vary, so you may lose money. Investing for short periods makes losses more likely.
Average annual total returns through 6/30/24
Class R-5E Shares
| Latest10 years | Latest5 years | Latest3 years | Latestyear | |
|---|---|---|---|---|
| At net asset value | 4.62% | 5.47% | 1.61% | 10.19% |
| With CDSC | 4.62% | 5.47% | 1.61% | 10.19% |
Investment results assume all distributions are reinvested and reflect applicable fees and expenses. The investment adviser is currently reimbursing a portion of other expenses. Investment results reflect the reimbursement, without which the results would have been lower. The reimbursement will be in effect through at least April 7, 2018. The adviser may elect at its discretion to extend, modify or terminate the reimbursement at that time. See results without waivers and/or reimbursements. Read details about how waivers and/or reimbursements affect the results for each fund.
Class R-5E shares were first offered on November 20, 2015. Class R-5E share results prior to the date of first sale are hypothetical based on Class A share results without a sales charge, adjusted for typical estimated expenses. View dates of first sale and specific expense adjustment information for Class R-5E shares.
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