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American Funds American Balanced R4 (RLBEX)

33.42
-0.88
(-2.57%)
As of 8:07:10 AM EDT. Market Open.
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  • Previous Close 34.30
  • YTD Return -0.24%
  • Expense Ratio 0.59%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 233.54B
  • Beta (5Y Monthly) 0.92
  • Yield 1.97%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.11
  • 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

233.54B

Net Assets

2001-03-15

Inception Date

Performance Overview: RLBEX

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Trailing returns as of 4/3/2025. Category is Allocation--50% to 70% Equity.

YTD Return

RLBEX
0.24%
Category
9.69%
 

1-Year Return

RLBEX
7.96%
Category
27.06%
 

3-Year Return

RLBEX
6.15%
Category
11.00%
 

5-Year Return

RLBEX
10.75%
Category
10.26%
 

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Holdings: RLBEX

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Sector Weightings

SectorRLBEX
Technology   27.23%
Healthcare   10.91%
Industrials   10.14%
Energy   4.61%
Utilities   2.93%
Real Estate   1.73%

Recent News: RLBEX

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Research Reports: RLBEX

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