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American Funds Global Balanced 529F1 (CBFFX)

38.38
+0.09
+(0.24%)
At close: 8:00:10 PM EDT
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  • Previous Close 38.29
  • YTD Return 2.58%
  • Expense Ratio 0.91%
  • Category --
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 25.94B
  • Beta (5Y Monthly) 0.96
  • Yield 2.11%
  • 5y Average Return --
  • Holdings Turnover 114.00%
  • Last Dividend 0.19
  • Inception Date Oct 30, 2020

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.

American Funds

Fund Family

--

Fund Category

25.94B

Net Assets

2020-10-30

Inception Date

Performance Overview: CBFFX

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Trailing returns as of 5/16/2025.

YTD Return

CBFFX
2.58%
Category
0.00%
 

1-Year Return

CBFFX
8.67%
Category
0.00%
 

3-Year Return

CBFFX
6.47%
Category
0.00%
 

5-Year Return

CBFFX
7.01%
Category
0.00%
 

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Holdings: CBFFX

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Sector Weightings

SectorCBFFX
Healthcare   15.92%
Technology   15.22%
Industrials   13.12%
Utilities   5.36%
Energy   3.82%
Real Estate   1.25%

Recent News: CBFFX

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Research Reports: CBFFX

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