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 Unknown, Other, Financials. Inception date: 2011-02-01.
CBFEX performance shows a YTD return of 5.40%. The 1-year return is 12.86% and the 5-year return is 5.51%. CBFEX dividend yield stands at 5.61%, 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 4.100 Feb 06 37 (2.1%). View all CBFEX holdings, sector breakdown, or dividend history.
CBFEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CBFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.