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American Funds American Balanced R1 (RLBAX)

34.96
+0.09
+(0.26%)
At close: 8:02:10 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
0.25
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

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.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 232.27B
YTD Return -0.76%
Yield 1.28%
Morningstar Rating
Inception Date Jan 27, 2017

Performance & Risk

YTD Return 2.66%
5y Average Return 9.28%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

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