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American Funds Insurance Series® Global Balanced Fund Class 1 (0P0000SD5E)

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13.250 +0.050    +0.38%
13/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 97.73M
Type:  Fund
Market:  United States
Issuer:  American Funds
Asset Class:  Equity
American Funds Insurance Series Global Balanced Fu 13.250 +0.050 +0.38%

0P0000SD5E Overview

 
Find basic information about the American Funds Insurance Series® Global Balanced Fund Class 1 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000SD5E MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US02630E1038)
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Rating
1-Year Change8.7%
Prev. Close13.2
Risk Rating
TTM Yield1.48%
ROE21.34%
IssuerAmerican Funds
Turnover79%
ROA8.09%
Inception DateMay 02, 2011
Total Assets97.73M
Expenses0.51%
Min. InvestmentN/A
Market Cap138.8B
CategoryWorld Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1092 996 1146 1108 1346 1818
Fund Return 9.19% -0.37% 14.61% 3.47% 6.13% 6.16%
Place in category 49 54 48 19 22 5
% in Category 64 88 58 55 41 14

Top Equity Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 158.17B 30.62 7.78 13.76
  American Funds American Balanced A 112.65B 16.59 6.58 8.25
  American Funds Invmt Co of Amer A 96.62B 26.66 13.02 11.75
  American Funds Washington Mutual A 90.03B 22.14 11.82 11.62
  VA CollegeAmerica 529 AMCAP 529A 85.7B 23.14 5.81 10.97

Top Funds for World Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Capital Income Bldr 62.98B 12.89 6.43 5.57
  First Eagle Global I 36.45B 16.80 8.87 7.56
  American Funds Capital Income Bld 17.84B 13.23 6.78 5.90
  First Eagle Global A 14.81B 16.56 8.62 7.29
  American Funds Global Balanced R6 14.48B 9.16 3.32 5.23

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 2.84 447.27 -0.51%
  Broadcom US11135F1012 2.57 224.80 +24.43%
Federal National Mortgage Association 5% - 1.90 - -
  Meta Platforms US30303M1027 1.64 620.35 -1.66%
  Rtx Corp US75513E1010 1.61 117.75 +1.46%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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