Morningstar

American Funds Global Balanced A GBLAX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 39.97  /  +0.76 %
  • Total Assets 27.2 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.62%
  • Turnover 91%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis GBLAX

Will GBLAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GBLAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GBLAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GBLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Steady and wide-ranging.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

American Funds Global Balanced continues to be a fine global allocation option.

by Greg Carlson
Rated on Published on

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Portfolio Holdings GBLAX

More GBLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

6.71 1.7 Bil
Cash and Equivalents

Microsoft Corp

3.24 829.1 Mil
Technology

Broadcom Inc

2.95 755.8 Mil
Technology

Meta Platforms Inc Class A

1.75 447.9 Mil
Communication Services

Canadian Natural Resources Ltd

1.58 403.6 Mil
Energy

RTX Corp

1.53 392.6 Mil
Industrials

Apple Inc

1.40 357.8 Mil
Technology

Sanofi SA

1.30 331.7 Mil
Healthcare

Freeport-McMoRan Inc

1.29 330.5 Mil
Basic Materials

Novo Nordisk A/S Class B

1.18 302.2 Mil
Healthcare

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