Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Friday, December 18, 2009, 5:10AM ET - U.S. Markets open in 4 hours and 20 minutes. Dow Down 1.27% Nasdaq  0.00%
American Funds American Balanced F-1 (BALFX)On Dec 17: 16.12  Down 0.11 (0.68%)  
MORE ON BALFX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
American Funds American Balanced F-1
American Balanced Fund, Inc. P.O. Box 7650, One Market, Steuart Tower
Map
Phone: 800-325-3590
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Moderate Allocation
Fund Family:American Funds
Net Assets:892.46M
Year-to-Date Return:20.49%
Yield:2.80%
Morningstar Rating:3 stars
Fund Inception Date:15-Mar-01
MORNINGSTAR STYLE BOX 
Moderate Allocation
[View Category Definition]
View Top Moderate Allocation Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Robert G. O'Donnell
Lead Manager since 01-Jan-86
O'Donnell is vice chairman of the board, senior vice president, director, and portfolio manager with Capital Research and Management Company, his employer since July 1975. Previously, O'Donnell worked as a portfolio manager with American Express Investment Management Company.
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
BALFX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks conservation of capital, current income and long-term growth of capital and income. The fund invests in a broad range of securities, including stocks, bonds and securities issued and guaranteed by the U.S. government. It normally maintains at least 50% of assets in common stocks and at least 25% of assets in debt securities, including money market securities. The fund may also hold cash or money market instruments.
FUND OPERATIONS 
Last Dividend (15-Dec-09): 0.10
Last Cap Gain (15-Feb-08): 0.14
Annual Holdings Turnover 41.00%
Average for Category: 82.83%
FEES & EXPENSES 
ExpenseBALFXCategory
Avg
Total Expense Ratio:% 1.01%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.30%
Max Deferred Sales Load:% 2.71%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$633
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$964
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,881
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials