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 (26), Alan Berro (19), Paul R. Benjamin (11), 9 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 1.07%
Dividend RLBBX-NASDAQ Click to
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Dividend Yield (Forward) 1.57%
Asset Allocation RLBBX-NASDAQ Click to
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Cash 4.26%
Stock 64.44%
U.S. Stock 54.89%
Non-U.S. Stock 9.55%
Bond 28.22%
U.S. Bond 25.11%
Non-U.S. Bond 3.11%
Preferred 0.52%
Convertible 0.01%
Other Net 2.54%
Price History RLBBX-NASDAQ Click to
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7-Day Total Return 1.28%
30-Day Total Return 0.97%
60-Day Total Return 1.81%
90-Day Total Return 6.03%
Year to Date Total Return 16.43%
1-Year Total Return 14.50%
2-Year Total Return 37.93%
3-Year Total Return 45.50%
5-Year Total Return 52.85%
Price RLBBX-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 RLBBX-NASDAQ Click to
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Nav $39.29
1-Month Low NAV $38.09
1-Month High NAV $39.60
52-Week Low NAV $31.58
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $39.60
52-Week High Price (Date) Nov 28, 2025
Beta / Standard Deviation RLBBX-NASDAQ Click to
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Beta 0.66
Standard Deviation 8.73
Balance Sheet RLBBX-NASDAQ Click to
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Total Assets 271.09B
Operating Ratios RLBBX-NASDAQ Click to
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Expense Ratio 1.32%
Turnover Ratio 44.00%
Performance RLBBX-NASDAQ Click to
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Last Bull Market Total Return 12.97%
Last Bear Market Total Return -10.07%