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    American Funds American Balanced A (ABALX)

    24.93 Up 0.03(0.12%) Dec 26

    Profile as of Nov 29, 2014Get Profile for:
    American Funds American Balanced A
    American Balanced Fund IncONE MARKET - STEUART TOWER SUITE 2000SAN FRANCISCO DE 94105
    Map
    Phone: 800-421-4225
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:American Funds
    Net Assets:79.72B
    Year-to-Date Return:9.26%
    Yield:1.44%
    Morningstar Rating:4 stars
    Fund Inception Date:Jul 25, 1975
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    John H. Smet
    Lead Manager since Jan 1, 1997
    Mme Perry (BA, MA) est vice-présidente principale, conseillère en portefeuille et analyste des placements pour CRMC. De ses bureaux de Washington D.C., elle est responsable des conglomérats américains. Avant de se joindre à la société en 1991, elle fut gestionnaire de portefeuille principale auprès de Neuberger & Berman, où elle a géré des portefeuilles d'actions pour les régimes de retraite et pour le compte d'individus. Elle fut auparavant vice-présidente, gestionnaire de portefeuille et économiste
    Investment Information 
    Min Initial Investment:250
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:250
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    ABALX can be purchased from 91 brokerages.

    Fund Summary 
    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.

    Fund Operations 
    Last Dividend (Dec 22, 2014) : 0.10
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 23, 2014) : 55.00%
    Average for Category:44.42%
    Fees & Expenses 
    ExpenseABALXCategory Avg
    Annual Report Expense Ratio (net):0.61%0.95%
    Prospectus Net Expense Ratio:0.61%N/A
    Prospectus Gross Expense Ratio:0.61%N/A
    Max 12b1 Fee:0.24%N/A
    Max Front End Sales Load:5.75%5.31%
    Max Deferred Sales Load: N/A2.41%
    3 Yr Expense Projection*:759568
    5 Yr Expense Projection*:896869
    10 Yr Expense Projection*:1,2931,731
    * Per $10,000 invested