TFBGX Mutual Fund

TFBGX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.85%
Dividend Yield (Current)
-
Holdings
1,126
Inception Date
Feb 1, 2011
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

Asset Allocation

Stocks: 63.51%
Bonds: 28.63%
Cash: 6.84%
Other: 1.02%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TFBGX Mutual Fund Overview

TFBGX Mutual Fund (American Funds Global Balanced Fund 529 Series T) is managed by American Funds. TFBGX expense ratio is 0.85%, holding 1126 positions across various sectors. Inception date: 2011-02-01.

TFBGX performance shows data across multiple time periods..

TFBGX top holdings include a diversified portfolio. Go to all TFBGX holdings, TFBGX sectors, or TFBGX dividends.

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