American Funds Global Balanced Fund Class 529-A
CBFAX
NASDAQ
| Weiss Ratings | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | American Funds | |||
| Manager/Tenure (Years) | Alfonso Barroso (12), Winnie Kwan (12), Andrew A. Cormack (6), 2 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds Global Balanced Fund Class 529-A | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Feb 01, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.04 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.03% | |||
| Dividend | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.61% | |||
| Asset Allocation | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 6.50% | |||
| Stock | 62.05% | |||
| U.S. Stock | 35.02% | |||
| Non-U.S. Stock | 27.03% | |||
| Bond | 29.63% | |||
| U.S. Bond | 13.78% | |||
| Non-U.S. Bond | 15.85% | |||
| Preferred | 0.31% | |||
| Convertible | 0.04% | |||
| Other Net | 1.47% | |||
| Price History | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.20% | |||
| 30-Day Total Return | 2.99% | |||
| 60-Day Total Return | 5.85% | |||
| 90-Day Total Return | 9.07% | |||
| Year to Date Total Return | 11.08% | |||
| 1-Year Total Return | 12.14% | |||
| 2-Year Total Return | 22.84% | |||
| 3-Year Total Return | 36.32% | |||
| 5-Year Total Return | 38.85% | |||
| Price | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $40.19 | |||
| 1-Month Low NAV | $39.36 | |||
| 1-Month High NAV | $40.21 | |||
| 52-Week Low NAV | $34.79 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $40.21 | |||
| 52-Week High Price (Date) | Jul 23, 2025 | |||
| Beta / Standard Deviation | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.72 | |||
| Standard Deviation | 11.12 | |||
| Balance Sheet | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 27.98B | |||
| Operating Ratios | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.84% | |||
| Turnover Ratio | 114.00% | |||
| Performance | CBFAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 8.12% | |||
| Last Bear Market Total Return | -11.46% | |||