American Funds American Balanced Fund® Class A ABALX Strategy
Strategy
The investment seeks conservation of capital, current income and long-term growth of capital and income. 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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
|
Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
BALFX
| American Funds American Balanced Fund® Class F-1 | No Load | Open | $5.04B | 0.610% | Below Average | $250 | −$53.01M | |||
AMBFX
| American Funds American Balanced Fund® Class F-2 | No Load | Open | $41.18B | 0.350% | Low | $250 | $1.39B | |||
FBAFX
| American Funds American Balanced Fund® Class 529-F-2 | No Load | Open | $790.66M | 0.330% | Low | $250 | $18.58M | |||
FBONX
| American Funds American Balanced Fund® Class 529-F-3 | No Load | Open | $2.27M | 0.300% | Low | $250 | −$245,658.04 | |||
AFMBX
| American Funds American Balanced Fund® Class F-3 | Institutional | Open | $16.45B | 0.250% | Low | $1M | −$66.12M | |||
ABALX
| American Funds American Balanced Fund® Class A | Front Load | Open | $133.12B | 0.550% | Low | $250 | −$5.19B | |||
CLBAX
| American Funds American Balanced Fund® Class 529-A | Front Load | Open | $6.79B | 0.580% | Low | $250 | −$381.67M | |||
BALCX
| American Funds American Balanced Fund® Class C | Level Load | Open | $8.05B | 1.300% | Below Average | $250 | −$1.13B | |||
CLBCX
| American Funds American Balanced Fund® Class 529-C | Level Load | Open | $241.23M | 1.350% | Below Average | $250 | −$33.51M | |||
CLBEX
| American Funds American Balanced Fund® Class 529-E | Level Load | Open | $192.81M | 0.820% | Low | $250 | −$18.34M | |||
RLBFX
| American Funds American Balanced Fund® Class R-5 | Retirement, Large | Open | $1.06B | 0.300% | Low | $250 | −$302.96M | |||
RLBGX
| American Funds American Balanced Fund® Class R-6 | Retirement, Large | Open | $62.57B | 0.250% | Low | $250 | −$7.67B | |||
RLEFX
| American Funds American Balanced Fund® Class R-5E | Retirement, Large | Open | $797.78M | 0.390% | Low | $250 | $692,626.91 | |||
RLBCX
| American Funds American Balanced Fund® Class R-3 | Retirement, Medium | Open | $2.59B | 0.890% | Low | $250 | −$343.11M | |||
RLBEX
| American Funds American Balanced Fund® Class R-4 | Retirement, Medium | Open | $4.35B | 0.600% | Low | $250 | −$574.93M | |||
RLBBX
| American Funds American Balanced Fund® Class R-2 | Retirement, Small | Open | $1.17B | 1.330% | Average | $250 | −$172.95M | |||
RLBAX
| American Funds American Balanced Fund® Class R-1 | Retirement, Small | Open | $185.34M | 1.320% | Below Average | $250 | −$50.69M | |||
RAMHX
| American Funds American Balanced Fund® Class R-2E | Retirement, Small | Open | $175.00M | 1.040% | Low | $250 | −$25.12M |
United States