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Nasdaq - Delayed Quote USD

American Funds American Balanced F3 (AFMBX)

34.35
+0.09
+(0.26%)
At close: 8:00:04 PM EDT
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  • Previous Close 34.26
  • YTD Return 2.68%
  • Expense Ratio 0.25%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 241.49B
  • Beta (5Y Monthly) 0.92
  • Yield 2.24%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.14
  • Inception Date Mar 15, 2001

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

241.49B

Net Assets

2001-03-15

Inception Date

More about American Funds American Balanced F3

Performance Overview: AFMBX

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Trailing returns as of 3/31/2025. Category is Allocation--50% to 70% Equity.

YTD Return

AFMBX
2.68%
Category
9.69%
 

1-Year Return

AFMBX
14.53%
Category
27.06%
 

3-Year Return

AFMBX
7.81%
Category
11.00%
 

5-Year Return

AFMBX
9.92%
Category
10.26%
 

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Holdings: AFMBX

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Sector Weightings

SectorAFMBX
Technology   27.23%
Financial Services   13.57%
Healthcare   10.91%
Communication Services   10.58%
Industrials   10.14%
Consumer Defensive   7.85%
Consumer Cyclical   7.69%
Energy   4.61%
Utilities   2.93%
Basic Materials   2.77%
Real Estate   1.73%
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Recent News: AFMBX

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Research Reports: AFMBX

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