American Funds American Balanced Fund® Class F-1
BALFX
NASDAQ
| Weiss Ratings | BALFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | BALFX-NASDAQ | Click to Compare |
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| 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 | BALFX-NASDAQ | Click to Compare |
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| Fund Name | American Funds American Balanced Fund® Class F-1 | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Mar 15, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BALFX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.90% | |||
| Dividend | BALFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.81% | |||
| Asset Allocation | BALFX-NASDAQ | Click to Compare |
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| Cash | 4.03% | |||
| Stock | 64.46% | |||
| U.S. Stock | 56.83% | |||
| Non-U.S. Stock | 7.63% | |||
| Bond | 28.48% | |||
| U.S. Bond | 25.39% | |||
| Non-U.S. Bond | 3.09% | |||
| Preferred | 0.27% | |||
| Convertible | 0.03% | |||
| Other Net | 2.73% | |||
| Price History | BALFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.56% | |||
| 30-Day Total Return | -1.95% | |||
| 60-Day Total Return | 0.14% | |||
| 90-Day Total Return | -1.17% | |||
| Year to Date Total Return | 0.90% | |||
| 1-Year Total Return | 11.71% | |||
| 2-Year Total Return | 29.52% | |||
| 3-Year Total Return | 22.30% | |||
| 5-Year Total Return | 51.73% | |||
| Price | BALFX-NASDAQ | Click to Compare |
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| 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 | BALFX-NASDAQ | Click to Compare |
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| Nav | $34.61 | |||
| 1-Month Low NAV | $34.61 | |||
| 1-Month High NAV | $35.73 | |||
| 52-Week Low NAV | $32.54 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $37.15 | |||
| 52-Week High Price (Date) | Dec 13, 2024 | |||
| Beta / Standard Deviation | BALFX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 11.78 | |||
| Balance Sheet | BALFX-NASDAQ | Click to Compare |
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| Total Assets | 241.49B | |||
| Operating Ratios | BALFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.62% | |||
| Turnover Ratio | 44.00% | |||
| Performance | BALFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.45% | |||
| Last Bear Market Total Return | -9.89% | |||
