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 1201 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-02-01.

GBLEX performance shows a YTD return of 4.84%. The 1-year return is 8.15% and the 5-year return is 5.72%. GBLEX dividend yield stands at 2.14%, paid quarterly.

GBLEX top holdings include Capital Group Central Cash Fund (7.9%), Tsmc (3.2%), Broadcom Inc (3.1%), Nvidia Corp (2.2%), Microsoft Corp (2.0%). 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.