Nasdaq - Delayed Quote USD

American Funds American Balanced C (BALCX)

34.51 +0.23 (+0.67%)
At close: 8:00 PM EDT

Top 9 Holdings (20.13% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 4.63%
AVGO
Broadcom Inc. 4.52%
META
Meta Platforms, Inc. 1.69%
PM
Philip Morris International Inc. 1.68%
UNH
UnitedHealth Group Incorporated 1.67%
LLY
Eli Lilly and Company 1.58%
GOOG
Alphabet Inc. 1.51%
TSM
Taiwan Semiconductor Manufacturing Company Limited 1.44%
HD
The Home Depot, Inc. 1.40%
Get Quotes for Top Holdings

Sector Weightings

SectorBALCX
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%

Overall Portfolio Composition (%)

Cash 5.25%
Stocks 64.22%
Bonds 27.43%
Others 3.01%
Preferred 0.09%
Convertible 0.00%

Bond Ratings

US Government 5.37%
AAA 67.49%
AA 4.44%
A 15.31%
BBB 11.94%
BB 0.01%
B 0.00%
Below B 0.00%
Other 0.81%

Equity Holdings

Average BALCX Category Average
Price/Earnings 0.04 23.62
Price/Book 0.24 3.26
Price/Sales 0.36 2.32
Price/Cashflow 0.06 15.57
Median Market Cap 209,217.62 97,816.96
3 Year Earnings Growth 21.55 15.47

Bond Holdings

Average BALCX Category Average
Maturity 9.39 5.72
Duration 4.08 4.49
Credit Quality -- --

Performance & Risk

YTD Return 8.31%
5y Average Return 8.00%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 221.31B
YTD Return 5.45%
Yield 1.60%
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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