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American Funds American Balanced C (BALCX)
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9/21 12:03 PM
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36.17 - YTD Return 13.95%
- Expense Ratio 1.32%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 26.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 237.68B
- Beta (5Y Monthly) 0.94
- Yield 1.49%
- 5y Average Return --
- Holdings Turnover 171.00%
- Last Dividend 0.14
- Inception Date Oct 30, 2020
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
237.68B
Net Assets
2020-10-30
Inception Date
Performance Overview: BALCX
View MoreTrailing returns as of 10/23/2024. Category is Allocation--50% to 70% Equity.
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IFACX American Funds Income Fund of Amer C
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CIBCX American Funds Capital Income Bldr C
73.48
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GFACX American Funds Growth Fund of Amer C
67.65
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CWGCX American Funds Capital World Gr&Inc C
67.48
-0.91%
AICCX American Funds Invmt Co of Amer C
60.36
-0.85%
AMFCX American Funds American Mutual C
58.42
-0.24%
WSHCX American Funds Washington Mutual C
63.36
-0.58%
AFICX American Funds Fundamental Invs C
85.62
-0.87%
BFACX American Funds The Bond Fund of America
11.32
-0.26%
AMPCX American Funds AMCAP C
35.72
-1.16%
NPFCX American Funds New Perspective C
60.70
-1.09%
AEPCX American Funds Europacific Growth C
56.01
-0.97%
SCWCX American Funds SMALLCAP World C
55.53
-0.82%
BALFX American Funds American Balanced F1
36.22
-0.60%
NEWCX American Funds New World C
79.07
-0.65%
AHTCX American Funds American High-Inc C
9.80
-0.20%
Holdings: BALCX
View MoreTop 9 Holdings (20.47% of Total 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%
Recent News: BALCX
View MoreResearch Reports: BALCX
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FUGIX Fidelity Advisor Utilities I
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FUGAX Fidelity Advisor Utilities A
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FUGCX Fidelity Advisor Utilities C
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FSUTX Fidelity Select Utilities
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FAUFX Fidelity Advisor Utilities Fund
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