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American Funds American Balanced R3 (RLBCX)
At close: May 31 at 8:00 PM EDT
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33.31 - YTD Return 2.62%
- Expense Ratio 0.25%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 26.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 215.33B
- Beta (5Y Monthly) 0.95
- Yield 2.04%
- 5y Average Return --
- Holdings Turnover 171.00%
- Last Dividend 0.08
- 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
215.33B
Net Assets
2008-08-05
Inception Date
Performance Overview: RLBCX
Trailing returns as of 5/31/2024. Category is Allocation--50% to 70% Equity.
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RERCX American Funds Europacific Growth R3
57.37
+0.51%
RWICX American Funds Capital World Growth and Income Fund
64.60
+0.44%
RICCX American Funds Invmt Co of Amer R3
55.34
+0.65%
RBFCX American Funds Bond Fund of Amer R3
11.09
+0.27%
RNPCX American Funds New Perspective R3
59.04
+0.46%
RSLCX American Funds SMALLCAP World R3
62.47
+0.58%
RIRCX American Funds Capital Income Bldr R3
68.26
+0.90%
RAFCX American Funds AMCAP R3
39.35
+0.54%
RFNCX American Funds Fundamental Invs R3
79.22
+0.48%
RIDCX American Funds Income Fund of Amer R3
24.09
+0.92%
RNWCX American Funds New World R3
78.04
+0.03%
RITCX American Funds American High-Inc R3
9.56
+0.10%
RGVCX American Funds US Government Sec R3
11.70
+0.34%
RMFCX American Funds American Mutual R3
53.47
+1.23%
Holdings: RLBCX
Top 9 Holdings (20.13% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorRLBCX
Technology 24.26%
Healthcare 14.08%
Financial Services 11.52%
Industrials 11.11%
Communication Services 9.69%
Consumer Defensive 8.58%
Consumer Cyclical 7.19%
Energy 6.35%
Basic Materials 3.16%
Utilities 2.41%
Real Estate 1.64%
Recent News: RLBCX
Research Reports: RLBCX
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