Nasdaq - Delayed Quote • USD
American Funds American Balanced R4 (RLBEX)
At close: June 14 at 8:00 PM EDT
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34.46 - YTD Return 5.76%
- 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 221.31B
- Beta (5Y Monthly) 0.95
- Yield 2.25%
- 5y Average Return --
- Holdings Turnover 171.00%
- Last Dividend 0.21
- Inception Date Oct 30, 2020
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
221.31B
Net Assets
2020-10-30
Inception Date
Performance Overview: RLBEX
Trailing returns as of 6/14/2024. Category is Allocation--50% to 70% Equity.
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RWMEX American Funds Washington Mutual Investors Fund
59.71
-0.07%
RGAEX American Funds Growth Fund of Amer R4
72.21
-0.11%
REREX American Funds Europacific Growth R4
55.49
-0.86%
RNPEX American Funds New Perspective R4
60.88
-0.46%
RBFEX American Funds Bond Fund of Amer R4
11.27
+0.09%
RWIEX American Funds Capital World Growth and Income Fund
65.23
-0.38%
RICEX American Funds Invmt Co of Amer R4
56.54
-0.02%
RSLEX American Funds SMALLCAP World R4
65.70
-0.92%
RFNEX American Funds Fundamental Invs R4
80.79
-0.10%
RIDEX American Funds Income Fund of Amer R4
23.91
-0.25%
RIREX American Funds Capital Income Bldr R4
68.05
-0.13%
RAFEX American Funds AMCAP R4
41.62
-0.22%
RMFEX American Funds American Mutual R4
53.87
-0.13%
RNWEX American Funds New World R4
79.68
-0.15%
JFIVX John Hancock Variable Insurance Trust - 500 Index Trust
57.09
0.00%
RITEX American Funds American High-Inc R4
9.58
-0.21%
Holdings: RLBEX
Top 9 Holdings (20.13% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorRLBEX
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: RLBEX
Research Reports: RLBEX
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