CBFEX Mutual Fund
CBFEX Mutual Fund
CBFEX Mutual Fund
American Funds Global Balanced Fund
CBFEX Mutual Fund Overview
CBFEX Mutual Fund (American Funds Global Balanced Fund) is managed by American Funds with $14.3M in net assets. CBFEX expense ratio is 1.07%, holding 1126 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-02-01.
CBFEX performance shows a YTD return of 6.29%. The 1-year return is 13.73% and the 5-year return is 5.56%. CBFEX dividend yield stands at 5.56%, paid quarterly.
CBFEX top holdings include Capital Group Central Cash Fund (6.8%), Broadcom Inc (2.7%), Taiwan Semiconductor Manufacturing Co. Ltd. (2.6%), Nvidia Corp. (2.2%), Microsoft Corp (2.1%). Go to all CBFEX holdings, CBFEX sectors, or CBFEX dividends.
CBFEX can be compared against other funds. Use CBFEX overlap to find shared positions, or CBFEX vs another fund for a side-by-side view. CBFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.