The team’s strength in equity investing makes American Funds Global Balanced and American Funds IS Global Balanced solid choices.
American Funds Global Balanced 529-F-3 FFBGX
- NAV / 1-Day Return 38.03 / +0.11 %
- Total Assets 27.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.540%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Global Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield —
- Turnover 91%
USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:17 PM GMT+0
Morningstar’s Analysis FFBGX
Will FFBGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Capital Group Central Cash Fund | 6.31 | 1.7 Bil | Cash and Equivalents |
Broadcom Inc | 4.06 | 1.1 Bil | Technology |
Microsoft Corp | 3.45 | 956.5 Mil | Technology |
Cap Grp Cent Fd Ser Ii | 2.41 | 667.4 Mil | — |
Canadian Natural Resources Ltd | 1.98 | 547.6 Mil | Energy |
Abbott Laboratories | 1.72 | 477.2 Mil | Healthcare |
Meta Platforms Inc Class A | 1.67 | 462.0 Mil | Communication Services |
RTX Corp | 1.47 | 408.5 Mil | Industrials |
Sanofi SA | 1.31 | 362.7 Mil | Healthcare |
Freeport-McMoRan Inc | 1.24 | 342.4 Mil | Basic Materials |