American Funds Global Balanced Fd Cl F-1
GBLEX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- American Funds Global Balanced Fund Class F-1 (GBLEX) is a mutual fund managed by Capital Group Companies, Inc. that seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal, and current income through a globally diversified portfolio typically invested 45% to 75% in equities and the balance in fixed-income securities and cash equivalents; it allocates across U.S. equities (approximately 35%), non-U.S. equities (approximately 27%), U.S. bonds (approximately 16%), non-U.S. bonds (approximately 14%), and cash equivalents, with sector exposures including information technology, financials, industrials, health care, and others, as well as regional diversification spanning the United States, Canada, Europe & Middle East, Japan, Asia-Pacific ex-Japan, China, and emerging markets ex-China. The fund offers Class F-1 shares with a net expense ratio of 0.86%, quarterly dividends paid in March, June, September, and December, a minimum initial investment of $250, and portfolio turnover of 69% as of fiscal year 2025; it holds over 447 companies and issuers and maintains an average yield to worst of 4.7% with an effective duration of 5.6 years. Launched on February 1, 2011, the fund operates primarily in the United States market for retail and institutional investors seeking global moderate allocation strategies. Capital Group Companies, Inc., the fund's investment manager, was founded in 1931 and is headquartered in Los Angeles, California, with 31 offices worldwide across the Americas, Asia, Australia, and Europe. In recent developments, Capital Group expanded its strategic partnership with KKR, launching the first two public-private investment solutions—Capital Group KKR Core Credit Fund and Capital Group KKR Enhanced Credit Fund—in April 2025, followed by further advancements in December 2025 to innovate across retirement solutions and model portfolios. These initiatives represent significant strategic shifts toward integrated public-private strategies and retail alternatives, enhancing Capital Group's offerings beyond traditional mutual funds like GBLEX, with no reported acquisitions, funding rounds, or reorganizations specific to the fund itself in the last 1-2 years.