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American Funds American Balanced R4 (RLBEX)
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33.97 - YTD Return 2.71%
- 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 215.33B
- Beta (5Y Monthly) 0.95
- Yield 2.31%
- 5y Average Return --
- Holdings Turnover 171.00%
- Last Dividend 0.11
- 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
215.33B
Net Assets
2020-10-30
Inception Date
Performance Overview: RLBEX
Trailing returns as of 5/16/2024. Category is Allocation--50% to 70% Equity.
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RGAEX American Funds Growth Fund of Amer R4
70.71
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REREX American Funds Europacific Growth R4
58.55
+0.09%
RNPEX American Funds New Perspective R4
60.62
+0.03%
RBFEX American Funds The Bond Fund of America
11.15
-0.27%
RWIEX American Funds Capital World Gr&Inc R4
65.90
+0.18%
RICEX American Funds Invmt Co of Amer R4
56.20
+0.11%
RSLEX American Funds SMALLCAP World R4
67.22
-0.09%
RFNEX American Funds Fundamental Invs R4
80.58
+0.06%
RIDEX American Funds Income Fund of Amer R4
24.43
+0.08%
RIREX American Funds Capital Income Bldr R4
69.20
-0.01%
RAFEX American Funds AMCAP R4
41.57
0.00%
RMFEX American Funds American Mutual R4
54.45
+0.07%
RNWEX American Funds New World R4
81.10
+0.27%
JFIVX John Hancock Variable Insurance Trust - 500 Index Trust
55.69
+0.13%
RITEX American Funds American High-Inc R4
9.61
0.00%
Holdings: RLBEX
Top 9 Holdings (19.68% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorRLBEX
Technology 24.43%
Healthcare 14.29%
Financial Services 11.50%
Industrials 11.06%
Communication Services 9.74%
Consumer Defensive 8.51%
Consumer Cyclical 7.34%
Energy 6.03%
Basic Materials 3.00%
Utilities 2.37%
Real Estate 1.73%
Recent News: RLBEX
Research Reports: RLBEX
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