Nasdaq - Delayed Quote USD
American Funds American Balanced C (BALCX)
As of 8:05 AM EDT. Market Open.
Top 9 Holdings (20.47% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBALCX
Technology 25.37%
Healthcare 13.16%
Financial Services 12.53%
Industrials 10.45%
Communication Services 10.34%
Consumer Defensive 8.33%
Consumer Cyclical 7.02%
Energy 4.95%
Utilities 3.07%
Basic Materials 2.77%
Real Estate 2.00%
Overall Portfolio Composition (%)
| Cash | 4.39% |
| Stocks | 63.80% |
| Bonds | 28.80% |
| Others | 2.92% |
| Preferred | 0.07% |
| Convertible | 0.02% |
Bond Ratings
| US Government | 6.06% |
| AAA | 66.54% |
| AA | 4.77% |
| A | 15.74% |
| BBB | 12.10% |
| BB | 0.12% |
| B | 0.00% |
| Below B | 0.00% |
| Other | 0.73% |
Equity Holdings
| Average | BALCX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 23.62 |
| Price/Book | 0.23 | 3.26 |
| Price/Sales | 0.35 | 2.32 |
| Price/Cashflow | 0.06 | 15.57 |
| Median Market Cap | 238,293.12 | 97,816.96 |
| 3 Year Earnings Growth | 22.09 | 15.47 |
Bond Holdings
| Average | BALCX | Category Average |
|---|---|---|
| Maturity | 9.78 | 5.72 |
| Duration | 4.26 | 4.49 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | 13.76% |
| 5y Average Return | 8.31% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | American Funds |
| Net Assets | 237.68B |
| YTD Return | 13.95% |
| Yield | 1.49% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.
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