American Funds Global Balanced 529-F-3 (FFBGX)

Fund Assets	26.62B
Expense Ratio	0.54%
Min. Investment	$250
Turnover	91.00%
Dividend (ttm)	0.78
Dividend Yield	1.99%
Dividend Growth	20.09%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 23, 2024

Previous Close	38.76
YTD Return	9.09%
1-Year Return	13.55%
5-Year Return	n/a
52-Week Low	34.73
52-Week High	39.95
Beta (5Y)	n/a
Holdings	848
Inception Date	Oct 30, 2020

About FFBGX

As a balanced fund with global scope, the fund seeks to invest in equity and debt securities around the world that offer the opportunity for growth and/or provide dividend income, while also constructing the portfolio to protect principal and limit volatility. The adviser will allocate its assets among various countries. The fund will invest at least 40% of its net assets in issuers outside the United States. Normally it will invest at least 25% of the value of its assets in bonds and other debt securities.

• Fund Family: American Funds
• Category: World Allocation
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: FFBGX
• Index: MSCI AC World NR USD

Performance

FFBGX had a total return of 13.55% in the past year. Since the fund's inception, the average annual return has been 4.75%, including dividends.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
RGBGX	Class R-6	0.48%
GFBLX	Class F-3	0.48%
RGBFX	Class R-5	0.53%
GBLFX	Class F-2	0.59%

Top 10 Holdings

20.61% of assets

Name	Symbol	Weight
Capital Group Central Cash Fund	n/a	5.13%
Microsoft Corporation	MSFT	2.85%
Broadcom Inc.	AVGO	2.57%
Meta Platforms, Inc.	META	1.65%
RTX Corporation	RTX	1.61%
Freeport-McMoRan Inc.	FCX	1.53%
Apple Inc.	AAPL	1.42%
Sanofi	SAN	1.41%
Canadian Natural Resources Limited	CNQ	1.24%
Cap Grp Cent Fd Ser Ii	CCBFX	1.21%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 23, 2024	$0.2138	Sep 24, 2024
Jun 21, 2024	$0.2458	Jun 24, 2024
Mar 22, 2024	$0.146	Mar 25, 2024
Dec 19, 2023	$0.1709	Dec 20, 2023
Sep 22, 2023	$0.1748	Sep 25, 2023
Jun 23, 2023	$0.2128	Jun 26, 2023