FFBGX Mutual Fund

FFBGX Mutual Fund (American Funds Global Balanced Fund Class 529-F-3) is managed by American Funds. FFBGX expense ratio is 0.52%, holding 1126 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2020-10-30.

FFBGX performance shows a YTD return of 6.63%. The 1-year return is 14.34% and the 5-year return is 6.12%. FFBGX dividend yield stands at 6.08%, paid quarterly.

FFBGX 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 FFBGX holdings, FFBGX sectors, or FFBGX dividends.

FFBGX can be compared against other funds. Use FFBGX overlap to find shared positions, or FFBGX vs another fund for a side-by-side view. FFBGX alternatives are available via the screener, along with tax-loss harvesting opportunities.