About GFBLX
American Funds Global Balanced Fund Class F-3 is a globally diversified balanced mutual fund managed by Capital Group. It seeks to balance three objectives: long-term growth of capital, conservation of principal, and current income by investing typically between 45% and 75% in equities, with the balance in fixed income securities and cash equivalents. The fund emphasizes well-established companies across sectors like information technology, financials, industrials, and health care, while maintaining allocations to U.S. and non-U.S. equities, bonds from regions including the United States, Canada, Europe, Japan, and emerging markets. Its portfolio features a mix of approximately 400-450 companies and issuers, supported by a team of experienced portfolio managers. Regular dividends are paid quarterly in March, June, September, and December, with capital gains distributed annually in December. With a minimum initial investment of $250, this Class F-3 share class offers a lower expense structure without a 12b-1 service fee. Launched in 2011, it serves investors pursuing moderate-risk global allocation strategies within the flexible portfolio funds category.
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 14.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.46%.
