GBLEX Mutual Fund

GBLEX Mutual Fund (American Funds Global Balanced Fund Cl F-1) is managed by American Funds with $170.8M in net assets. GBLEX expense ratio is 0.85%, holding 1126 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-02-01.

GBLEX performance shows a YTD return of 6.44%. The 1-year return is 14.00% and the 5-year return is 5.79%. GBLEX dividend yield stands at 5.75%, paid quarterly.

GBLEX 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 GBLEX holdings, GBLEX sectors, or GBLEX dividends.

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