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American Funds American Balanced R1 (RLBAX)

35.34 -0.09 (-0.25%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 35.43
  • YTD Return 10.25%
  • Expense Ratio 1.33%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 230.44B
  • Beta (5Y Monthly) 0.95
  • Yield 1.53%
  • 5y Average Return --
  • Holdings Turnover 171.00%
  • Last Dividend 0.10
  • Inception Date Aug 5, 2008

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.

American Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

230.44B

Net Assets

2008-08-05

Inception Date

Performance Overview: RLBAX

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Trailing returns as of 8/26/2024. Category is Allocation--50% to 70% Equity.

YTD Return

RLBAX
10.25%
Category
9.69%
?

1-Year Return

RLBAX
14.91%
Category
27.06%
?

3-Year Return

RLBAX
4.31%
Category
11.00%
?

5-Year Return

RLBAX
7.91%
Category
10.26%
?

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Holdings: RLBAX

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Top 9 Holdings (21.46% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 4.73%
MSFT
Microsoft Corporation 4.23%
META
Meta Platforms, Inc. 2.09%
GOOG
Alphabet Inc. 2.00%
TSM
Taiwan Semiconductor Manufacturing Company Limited 1.97%
UNH
UnitedHealth Group Incorporated 1.95%
PM
Philip Morris International Inc. 1.65%
LLY
Eli Lilly and Company 1.52%
AAPL
Apple Inc. 1.32%

Sector Weightings

Recent News: RLBAX

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Research Reports: RLBAX

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