C
American Funds American Balanced Fund® Class R-2 RLBBX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RLBBX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info RLBBX-NASDAQ Click to
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Provider Capital Group
Manager/Tenure (Years) Hilda L. Applbaum (27), Alan Berro (20), Paul R. Benjamin (12), 8 others
Website http://capitalgroup.com
Fund Information RLBBX-NASDAQ Click to
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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
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Dividend Yield 1.13%
Dividend RLBBX-NASDAQ Click to
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Dividend Yield (Forward) 1.63%
Asset Allocation RLBBX-NASDAQ Click to
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Cash 2.78%
Stock 61.14%
U.S. Stock 50.09%
Non-U.S. Stock 11.05%
Bond 32.63%
U.S. Bond 30.05%
Non-U.S. Bond 2.58%
Preferred 0.57%
Convertible 0.06%
Other Net 2.83%
Price History RLBBX-NASDAQ Click to
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7-Day Total Return -0.67%
30-Day Total Return 0.53%
60-Day Total Return -1.84%
90-Day Total Return -2.40%
Year to Date Total Return 7.19%
1-Year Total Return 10.17%
2-Year Total Return 27.77%
3-Year Total Return 55.36%
5-Year Total Return 44.32%
Price RLBBX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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52-Week High Price --
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NAV RLBBX-NASDAQ Click to
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Nav $39.72
1-Month Low NAV $39.68
1-Month High NAV $40.10
52-Week Low NAV $35.98
52-Week Low NAV (Date) Mar 30, 2026
52-Week High NAV $40.91
52-Week High Price (Date) Aug 13, 2026
Beta / Standard Deviation RLBBX-NASDAQ Click to
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Beta 0.67
Standard Deviation 8.98
Balance Sheet RLBBX-NASDAQ Click to
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Total Assets 279.15B
Operating Ratios RLBBX-NASDAQ Click to
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Expense Ratio 1.33%
Turnover Ratio 50.00%
Performance RLBBX-NASDAQ Click to
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Last Bull Market Total Return 23.30%
Last Bear Market Total Return -10.07%