About GBLFX
American Funds Global Balanced Fund Class F-2 is a globally diversified balanced mutual fund designed to achieve a blend of long-term capital growth, principal conservation, and current income. The fund invests in both equity and fixed income securities across international markets, with an allocation that typically ranges between 45% and 75% in equities, emphasizing established companies from a variety of sectors including technology, healthcare, energy, and industrials. Its bond portfolio focuses on investment-grade securities rated BBB- or higher, targeting moderate credit quality and interest rate exposure. The fund is structured to provide diversification across geographies and asset classes, aiming to reduce portfolio risk while seeking attractive returns. Notable features include a low expense ratio compared to category averages, no sales loads, and a disciplined approach to managing both stock and bond holdings. With significant assets under management and a history of balanced performance, the fund plays a prominent role for investors seeking a core global allocation that delivers income and mitigates volatility through active asset class management.
Fund Family Capital Group
Category Flexible Portfolio
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GBLFX
Share Class Class F-2
Index MSCI AC World NR USD
GBLFX had a total return of 16.88% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.71%.
