GBLCX : American Funds Global Balanced Fund Class C

GBLCX is a Allocation Market Total World with HIGH fees.

GBLCX

American Funds Global Balanced Fund Class C

FI Score

48 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

48% FI Score
  • gblcx
  • Mutual Fund
  • Allocation
  • Total World

American Funds Global Balanced Fund Class C

Expenses: 1.59% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. 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. It will allocate its assets among various countries. The fund will invest at least 40% of its net assets in issuers outside the United States. Normally it will invest at least 25% of the value of its assets in bonds and other debt securities.

Largest Holdings

Amount Holding
2.21% Microsoft Corp
1.86% Netflix Inc
1.58% E.ON SE
1.57% Broadcom Inc
1.47% Abbott Laboratories
1.44% Novartis AG
1.40% Zurich Insurance Group AG
1.39% UnitedHealth Group Inc
1.38% Gilead Sciences Inc
1.30% Facebook Inc A
1.25% United States Treasury Notes 0.88%
1.15% Canadian Natural Resources Ltd
1.06% Daiichi Sankyo Co Ltd
1.04% British American Tobacco PLC
0.91% Italy (Republic Of) 1.35%
0.86% Crown Castle International Corp
0.84% United States Treasury Notes 2.75%
0.82% Imperial Brands PLC
0.80% BP PLC
0.79% Alibaba Group Holding Ltd ADR
0.78% General Dynamics Corp
0.78% AbbVie Inc
0.78% Pernod Ricard SA
0.77% LVMH Moet Hennessy Louis Vuitton SE
0.76% BAE Systems PLC

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