Nasdaq - Delayed Quote
USD
American Funds American Balanced F-3 (AFMBX)
40.17
-0.31
(-0.77%)
At close: 8:00:06 PM EDT
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- Previous Close
40.48 - YTD Return 7.13%
- Expense Ratio 0.25%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 32.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Net Assets 276.87B
- Beta (5Y Monthly) 0.95
- Yield 2.15%
- 5y Average Return --
- Holdings Turnover 50.00%
- Last Dividend 0.42
- Inception Date Oct 30, 2020
Performance Overview
View MoreTrailing returns as of 10/29/2026. Category is Allocation--50% to 70% Equity.
Holdings
View MoreSector Weightings
Sector
AFMBX
Technology
30.63%
Healthcare
12.70%
Financial Services
10.72%
Communication Services
9.47%
Consumer Cyclical
8.18%
Industrials
7.87%
Consumer Defensive
6.52%
Energy
6.42%
Basic Materials
4.53%
Real Estate
1.54%
Utilities
1.43%
