C
American Funds American Balanced Fund® Class F-1 BALFX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings BALFX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info BALFX-NASDAQ Click to
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Provider Capital Group
Manager/Tenure (Years) Hilda L. Applbaum (26), Alan N. Berro (19), Paul R. Benjamin (11), 9 others
Website http://capitalgroup.com
Fund Information BALFX-NASDAQ Click to
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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
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Dividend Yield 1.72%
Dividend BALFX-NASDAQ Click to
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Dividend Yield (Forward) 1.73%
Asset Allocation BALFX-NASDAQ Click to
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Cash 3.27%
Stock 64.06%
U.S. Stock 55.30%
Non-U.S. Stock 8.76%
Bond 29.63%
U.S. Bond 26.11%
Non-U.S. Bond 3.52%
Preferred 0.42%
Convertible 0.02%
Other Net 2.60%
Price History BALFX-NASDAQ Click to
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7-Day Total Return 0.67%
30-Day Total Return 3.52%
60-Day Total Return 5.92%
90-Day Total Return 5.54%
Year to Date Total Return 14.70%
1-Year Total Return 15.19%
2-Year Total Return 45.50%
3-Year Total Return 62.19%
5-Year Total Return 64.35%
Price BALFX-NASDAQ Click to
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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 --
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NAV BALFX-NASDAQ Click to
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Nav $38.79
1-Month Low NAV $37.42
1-Month High NAV $38.79
52-Week Low NAV $31.82
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $38.79
52-Week High Price (Date) Oct 01, 2025
Beta / Standard Deviation BALFX-NASDAQ Click to
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Beta 0.67
Standard Deviation 9.38
Balance Sheet BALFX-NASDAQ Click to
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Total Assets 263.31B
Operating Ratios BALFX-NASDAQ Click to
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Expense Ratio 0.61%
Turnover Ratio 44.00%
Performance BALFX-NASDAQ Click to
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Last Bull Market Total Return 13.45%
Last Bear Market Total Return -9.89%