American Funds American Balanced Fund® Class A
ABALX
NASDAQ
| Weiss Ratings | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | American Funds | |||
| Manager/Tenure (Years) | Hilda L. Applbaum (26), Alan N. Berro (19), Paul R. Benjamin (10), 9 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds American Balanced Fund® Class A | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Jul 25, 1975 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.01% | |||
| Dividend | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.87% | |||
| Asset Allocation | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.59% | |||
| Stock | 61.74% | |||
| U.S. Stock | 54.27% | |||
| Non-U.S. Stock | 7.47% | |||
| Bond | 31.33% | |||
| U.S. Bond | 27.66% | |||
| Non-U.S. Bond | 3.67% | |||
| Preferred | 0.42% | |||
| Convertible | 0.04% | |||
| Other Net | 2.89% | |||
| Price History | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.64% | |||
| 30-Day Total Return | -3.73% | |||
| 60-Day Total Return | -7.32% | |||
| 90-Day Total Return | -5.52% | |||
| Year to Date Total Return | -3.67% | |||
| 1-Year Total Return | 8.02% | |||
| 2-Year Total Return | 21.64% | |||
| 3-Year Total Return | 17.49% | |||
| 5-Year Total Return | 50.21% | |||
| Price | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $32.97 | |||
| 1-Month Low NAV | $31.85 | |||
| 1-Month High NAV | $34.71 | |||
| 52-Week Low NAV | $31.85 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $37.19 | |||
| 52-Week High Price (Date) | Dec 13, 2024 | |||
| Beta / Standard Deviation | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | 11.94 | |||
| Balance Sheet | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 233.51B | |||
| Operating Ratios | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.56% | |||
| Turnover Ratio | 44.00% | |||
| Performance | ABALX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.50% | |||
| Last Bear Market Total Return | -9.90% | |||