American Funds American Balanced Fund® Class R-6
RLBGX
NASDAQ
Weiss Ratings | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Provider | American Funds | |||
Manager/Tenure (Years) | Hilda L. Applbaum (26), Alan N. Berro (19), Paul R. Benjamin (11), 9 others | |||
Website | http://www.americanfunds.com | |||
Fund Information | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | American Funds American Balanced Fund® Class R-6 | |||
Category | Moderate Allocation | |||
Sub-Category | Moderate Allocation | |||
Prospectus Objective | Balanced | |||
Inception Date | May 01, 2009 | |||
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 | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 2.13% | |||
Dividend | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 1.73% | |||
Asset Allocation | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
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 | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | -0.23% | |||
30-Day Total Return | 1.90% | |||
60-Day Total Return | 1.59% | |||
90-Day Total Return | 5.57% | |||
Year to Date Total Return | 10.59% | |||
1-Year Total Return | 14.50% | |||
2-Year Total Return | 35.61% | |||
3-Year Total Return | 47.11% | |||
5-Year Total Return | 58.77% | |||
Price | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
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 | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Nav | $37.49 | |||
1-Month Low NAV | $37.00 | |||
1-Month High NAV | $37.79 | |||
52-Week Low NAV | $31.86 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $37.79 | |||
52-Week High Price (Date) | Aug 28, 2025 | |||
Beta / Standard Deviation | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | 0.69 | |||
Standard Deviation | 10.82 | |||
Balance Sheet | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 252.96B | |||
Operating Ratios | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 0.25% | |||
Turnover Ratio | 44.00% | |||
Performance | RLBGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 13.70% | |||
Last Bear Market Total Return | -9.82% | |||