American Funds Global Balanced Fund℠

American Funds®

Share Class F-1

 fund Balanced

American Funds Global Balanced Fund may be appropriate for:

  • Investors seeking growth and income opportunities worldwide
  • Conservative investors looking for a mix of global stocks and bonds that aims to protect principal and reduce volatility
  • Investors who want a fund that can serve as a complete global portfolio


The fund seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income.


The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest investment management firms. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk.

Fund information
  • Began operations: 2/01/11
  • Expense ratio:* 0.86%
  • Investment expenses paid annually:† $8.60 for a $1,000 balance
  • Ticker symbol: GBLEX
Top 10 holdings
  1. Broadcom 3.0%
  2. Microsoft 2.6%
  3. Alphabet 2.3%
  4. Abbott Laboratories 2.3%
  5. Netflix 2.0%
  1. Gilead Sciences 1.8%
  2. Comcast 1.3%
  3. Facebook 1.3%
  4. Raytheon Technologies 1.3%
  5. Atlassian 1.2%
Asset mix
fund holdings
Geographic breakdown
fund holdings

*Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public.

Past results

Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown here. For more current information and month-end results, click here. Share price and return will vary, so you may lose money. Investing for short periods makes losses more likely.  Unless otherwise indicated, all results are calculated at net asset value.

Average annual total returns through 6/30/21
Class F-1 Shares
  Latest10 years Latest5 years Latest3 years Latestyear
At net asset value 6.91% 8.00% 8.98% 20.57%


Investment results reflect the deduction of applicable fees and expenses and the reinvestment of all distributions. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower. Read details about how waivers and/or reimbursements affect the results for each fund.

In applying any particular asset allocation model to your own individual situation, you should consider your other assets, income and investments. For example, in addition to your retirement plan investments, you should consider any investments (including those in an Individual Retirement Account) and savings accounts.

Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries.

The return of principal for the bond holdings in American Funds Global Balanced Fund is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.

Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing. You can find a link to the prospectus at the top of the page.

Use of this website is intended for U.S. residents only.

American Funds Distributors, Inc., member FINRA.