About GFBLX
American Funds Global Balanced Fund Class F-3 is a globally diversified balanced mutual fund designed for investors seeking a combination of long-term capital growth, capital preservation, and current income. The fund invests in a mix of **equities and bonds from across the globe**, maintaining a strategic allocation of at least 45% in equities and at least 25% in bonds and other debt securities. Its investment mandate allows exposure to multiple regions, including the United States and at least two other countries, enhancing diversification and risk management.
Managed with an emphasis on flexibility, the fund selects **well-established companies** and quality bond issuers, aiming to balance growth potential with stability. The portfolio encompasses nearly 900 holdings, reflecting broad sector and geographic representation. The fund tracks a quarterly dividend payout schedule and has demonstrated competitive historical returns, positioning it as a core holding for investors seeking moderate risk through a global balanced approach. Launched in 2017, it features a low expense ratio relative to many peers, supporting cost-effective access to a diversified, actively managed strategy.
Fund Family Capital Group
Category Flexible Portfolio
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GFBLX
Share Class Class F-3
Index MSCI AC World NR USD
GFBLX had a total return of 15.32% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.28%.
