C
American Funds American Balanced Fund® Class R-4 RLBEX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RLBEX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info RLBEX-NASDAQ Click to
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Provider American Funds
Manager/Tenure (Years) Hilda L. Applbaum (26), Alan N. Berro (19), Paul R. Benjamin (10), 9 others
Website http://www.americanfunds.com
Fund Information RLBEX-NASDAQ Click to
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Fund Name American Funds American Balanced Fund® Class R-4
Category Moderate Allocation
Sub-Category Moderate Allocation
Prospectus Objective Balanced
Inception Date Jun 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 RLBEX-NASDAQ Click to
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Dividend Yield 1.97%
Dividend RLBEX-NASDAQ Click to
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Dividend Yield (Forward) 1.87%
Asset Allocation RLBEX-NASDAQ Click to
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Cash 3.59%
Stock 61.74%
U.S. Stock 54.27%
Non-U.S. Stock 7.47%
Bond 31.33%
U.S. Bond 27.66%
Non-U.S. Bond 3.67%
Preferred 0.42%
Convertible 0.04%
Other Net 2.89%
Price History RLBEX-NASDAQ Click to
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7-Day Total Return 0.61%
30-Day Total Return -3.74%
60-Day Total Return -7.34%
90-Day Total Return -5.54%
Year to Date Total Return -3.69%
1-Year Total Return 7.96%
2-Year Total Return 21.52%
3-Year Total Return 17.33%
5-Year Total Return 49.91%
Price RLBEX-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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NAV RLBEX-NASDAQ Click to
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Nav $32.90
1-Month Low NAV $31.79
1-Month High NAV $34.65
52-Week Low NAV $31.79
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $37.12
52-Week High Price (Date) Dec 13, 2024
Beta / Standard Deviation RLBEX-NASDAQ Click to
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Beta --
Standard Deviation 11.95
Balance Sheet RLBEX-NASDAQ Click to
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Total Assets 233.51B
Operating Ratios RLBEX-NASDAQ Click to
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Expense Ratio 0.59%
Turnover Ratio 44.00%
Performance RLBEX-NASDAQ Click to
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Last Bull Market Total Return 13.47%
Last Bear Market Total Return -9.90%