GBLFX
American Funds Global Balanced Fund Class F-2
Mutual fund
$41.86+0.19 (+0.46%)Close Oct 2, 2026
Adjusted price
+8.17% total return, past year
Key statistics
- Net assets
- $33.8B
- Expense ratio
- 0.58%
- Share classes
- 18
- 52-week range
- $39.32$43.49
- From all-time high
- −3.75%
- Max drawdown
- −23.35%
- Volatility
- 10.00%
- Sharpe ratio
- 0.70
- Beta (5Y monthly)
- 0.61
Returns
Total
- 1M
- −2.2%
- YTD
- +5.6%
- 1Y
- +8.2%
Per year
- 3Y
- +13.8%
- 5Y
- +5.9%
- 10Y
- +6.9%
- Since 2011
- +6.7%
Fund facts
As of Jul 31, 2026- Holdings
- 1,198
- Top 10 holdings
- 25.5%
- Stocks
- 61.2%
- Bonds
- 31.2%
- Cash
- 7.9%
Sectors
- Information Technology
- 10.7%
- Industrials
- 8.5%
- Financials
- 7.8%
- Health Care
- 6.1%
- Communication Services
- 4.7%
- Other
- 18.0%
- Not classified
- 6.0%
Top holdings
| Holding | Weight (%) |
|---|---|
| Capital Group Central Cash Fund | 7.9 |
| Taiwan Semiconductor Manufacturing Co Ltd | 3.2 |
| AVGOBroadcom Inc. | 3.1 |
| NVDANVIDIA Corporation | 2.2 |
| MSFTMicrosoft Corporation | 2.0 |
| GOOGLAlphabet Inc. | 1.6 |
| LLYEli Lilly and Company | 1.5 |
| RTXRTX Corporation | 1.5 |
| CNQCanadian Natural Resources Limited | 1.4 |
| Capital Group Central Corporate Bond Fund | 1.1 |
Annual returns
2011 from Feb 1 · 2026 through Oct 2