Nasdaq - Delayed Quote USD

American Funds American Balanced R3 (RLBCX)

34.56 +0.23 (+0.67%)
As of 8:05 AM EDT. Market Open.

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
--
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
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 221.29B
YTD Return 5.64%
Yield 1.98%
Morningstar Rating
Inception Date Oct 30, 2020

Performance & Risk

YTD Return 9.25%
5y Average Return 8.57%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

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