CBFEX Mutual Fund

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

CBFEX performance shows a YTD return of 4.68%. The 1-year return is 7.92% and the 5-year return is 5.49%. CBFEX dividend yield stands at 1.92%, paid quarterly.

CBFEX 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 CBFEX holdings, CBFEX sectors, or CBFEX dividends.

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