American Funds Global Balanced Fund Class F-3 (GFBLX)

Fund Assets	17.28B
Expense Ratio	0.48%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	2.22
Dividend Yield	6.11%
Dividend Growth	204.91%
Payout Frequency	Quarterly
Ex-Dividend Date	Mar 21, 2025

Previous Close	36.22
YTD Return	-1.55%
1-Year Return	4.39%
5-Year Return	39.99%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	893
Inception Date	Jan 27, 2017

About GFBLX

GFBLX was founded on 2017-01-27. The Fund's investment strategy focuses on Flexible Portfolio with 0.49% total expense ratio. The minimum amount to invest in American Funds Global Balanced Fund; Class F3 Shares is $250 on a standard taxable account. American Funds Global Balanced Fund; Class F3 Shares seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. It will maintain at least 45% of its assets in common stocks and other equity investments and will also invest at least 25% of its assets in bonds and other debt securities.

• Category: World Allocation
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: GFBLX
• Share Class: Class F-3
• Index: MSCI AC World NR USD

Performance

GFBLX had a total return of 4.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.36%.

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%
RGBFX	Class R-5	0.53%
FFBGX	Class 529-f-3	0.54%
GBLFX	Class F-2	0.59%

Top 10 Holdings

19.77% of assets

Name	Symbol	Weight
Capital Group Central Cash Fund	n/a	5.12%
Broadcom Inc.	AVGO	2.16%
Microsoft Corporation	MSFT	2.11%
Meta Platforms, Inc.	META	1.94%
RTX Corporation	RTX	1.83%
Sanofi	SAN	1.39%
Taiwan Semiconductor Manufacturing Company Limited	2330	1.35%
Apple Inc.	AAPL	1.31%
Alphabet Inc.	GOOGL	1.28%
Cap Grp Cent Fd Ser Ii	CCBFX	1.28%

Dividend History

Ex-Dividend	Amount	Pay Date
Mar 21, 2025	$0.2118	Mar 24, 2025
Dec 20, 2024	$1.5334	Dec 23, 2024
Sep 23, 2024	$0.2194	Sep 24, 2024
Jun 21, 2024	$0.2512	Jun 24, 2024
Mar 22, 2024	$0.1515	Mar 25, 2024
Dec 19, 2023	$0.1764	Dec 20, 2023