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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

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.

Capital Group

Fund Family

Allocation--50% to 70% Equity

Fund Category

276.87B

Net Assets

2020-10-30

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Allocation--50% to 70% Equity.

YTD Return

AFMBX
7.13%
Category
9.69%

1-Year Return

AFMBX
11.33%
Category
27.06%

3-Year Return

AFMBX
17.30%
Category
11.00%

5-Year Return

AFMBX
9.54%
Category
10.26%

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