American Funds Global Balanced Fd Cl F-1 (GBLEX) Research

This fund endeavors to achieve a harmonious balance among three primary objectives: fostering substantial long-term capital appreciation, diligently safeguarding invested principal, and providing a steady income stream. Operating as a globally diversified balanced portfolio, it strategically allocates capital across international equity and fixed-income markets. Stock selections prioritize opportunities for growth or dividend payouts, while debt securities are chosen with a focus on principal preservation and mitigating overall volatility. The fund's holdings are spread across various countries, ensuring that a minimum of 40% of its net assets originate from non-U.S. issuers. Additionally, under normal circumstances, at least 25% of its total assets will be committed to bonds and other debt instruments.

Market snapshot

Symbol
GBLEX
Price
$42.30
Day change
-0.12%
Market cap
$33.2B
52-week range
38.83-42.96
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • American Funds 2025 Target Date Retirement Fund Class C (CCDTX)
  • American Funds 2055 Target Date Retirement Fd Cl F-1 (FAJTX)
  • American Funds 2025 Target Retirement Fd Cl F-1 (FAPTX)
  • Harbor Capital Appreciation Fund Institutional Class (HACAX)
  • Harbor Capital Appreciation Fund - Retirement Class (HNACX)
  • Harbor Capital Appreciation Fund Administrative Class (HRCAX)
  • T. Rowe Price Mid-Cap Growth Fund Advisor Class (PAMCX)
  • T. Rowe Price Value Fund Advisor Class (PAVLX)

Open American Funds Global Balanced Fd Cl F-1 (GBLEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.