The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom (NASDAQ:AVGO), Abbott Laboratories (NYSE:ABT), General Electric Company (NYSE:GE), Canadian Natural Resources Limited (NYSE:CNQ).
The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income.
As a balanced fund with global scope, the fund seeks to invest in equity and debt securities around the world that offer the opportunity for growth and/or provide dividend income, while also constructing the portfolio to protect principal and limit volatility. The adviser will allocate its assets among various countries. The fund will invest at least 40% of its net assets in issuers outside the United States. Normally it will invest at least 25% of the value of its assets in bonds and other debt securities.
The average market capitalization across the American Funds Global Balanced R3 MF is 447.89B. The market cap for tickers in the group ranges from 69.43B to 2.81T. MSFT holds the highest valuation in this group at 2.81T. The lowest valued company is CNQ at 69.43B.
The average weekly volume growth across all stocks in the American Funds Global Balanced R3 MF was -56%. For the same stocks of the MF, the average monthly volume growth was -71% and the average quarterly volume growth was -63%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 42
Price Growth Rating: 36
SMR Rating: 48
Profit Risk Rating: 44
Seasonality Score: 13 (-100 ... +100)