American Funds American Balanced Fund® Class R-2
RLBBX
NASDAQ
Weiss Ratings | RLBBX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | RLBBX-NASDAQ | Click to Compare |
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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 | RLBBX-NASDAQ | Click to Compare |
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Fund Name | American Funds American Balanced Fund® Class R-2 | |||
Category | Moderate Allocation | |||
Sub-Category | Moderate Allocation | |||
Prospectus Objective | Balanced | |||
Inception Date | May 21, 2002 | |||
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 | RLBBX-NASDAQ | Click to Compare |
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Dividend Yield | 1.15% | |||
Dividend | RLBBX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.73% | |||
Asset Allocation | RLBBX-NASDAQ | Click to Compare |
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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 | RLBBX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.24% | |||
30-Day Total Return | 1.81% | |||
60-Day Total Return | 1.42% | |||
90-Day Total Return | 5.33% | |||
Year to Date Total Return | 9.81% | |||
1-Year Total Return | 13.27% | |||
2-Year Total Return | 32.70% | |||
3-Year Total Return | 42.43% | |||
5-Year Total Return | 50.43% | |||
Price | RLBBX-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 | RLBBX-NASDAQ | Click to Compare |
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Nav | $37.09 | |||
1-Month Low NAV | $36.63 | |||
1-Month High NAV | $37.38 | |||
52-Week Low NAV | $31.58 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $37.38 | |||
52-Week High Price (Date) | Aug 28, 2025 | |||
Beta / Standard Deviation | RLBBX-NASDAQ | Click to Compare |
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Beta | 0.68 | |||
Standard Deviation | 10.52 | |||
Balance Sheet | RLBBX-NASDAQ | Click to Compare |
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Total Assets | 256.43B | |||
Operating Ratios | RLBBX-NASDAQ | Click to Compare |
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Expense Ratio | 1.32% | |||
Turnover Ratio | 44.00% | |||
Performance | RLBBX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 12.97% | |||
Last Bear Market Total Return | -10.07% | |||