C
American Funds American Balanced Fund® Class R-3 RLBCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RLBCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info RLBCX-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 RLBCX-NASDAQ Click to
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Fund Name American Funds American Balanced Fund® Class R-3
Category Moderate Allocation
Sub-Category Moderate Allocation
Prospectus Objective Balanced
Inception Date Jun 04, 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 RLBCX-NASDAQ Click to
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Dividend Yield 1.55%
Dividend RLBCX-NASDAQ Click to
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Dividend Yield (Forward) 1.63%
Asset Allocation RLBCX-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 RLBCX-NASDAQ Click to
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7-Day Total Return 0.72%
30-Day Total Return -0.14%
60-Day Total Return -1.48%
90-Day Total Return 0.41%
Year to Date Total Return 8.25%
1-Year Total Return 11.07%
2-Year Total Return 27.54%
3-Year Total Return 62.39%
5-Year Total Return 49.75%
Price RLBCX-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 RLBCX-NASDAQ Click to
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Nav $40.06
1-Month Low NAV $39.44
1-Month High NAV $40.17
52-Week Low NAV $36.05
52-Week Low NAV (Date) Mar 30, 2026
52-Week High NAV $41.02
52-Week High Price (Date) Aug 13, 2026
Beta / Standard Deviation RLBCX-NASDAQ Click to
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Beta 0.68
Standard Deviation 9.16
Balance Sheet RLBCX-NASDAQ Click to
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Total Assets 276.87B
Operating Ratios RLBCX-NASDAQ Click to
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Expense Ratio 0.89%
Turnover Ratio 50.00%
Performance RLBCX-NASDAQ Click to
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Last Bull Market Total Return 23.78%
Last Bear Market Total Return -9.95%