CBFCX – Fund Analysis – American Funds Global Balanced 529C | Morningstar

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Will CBFCX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the CBFCX 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 CBFCX’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 Aug 28, 2024 Published on Aug 28, 2024

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