American Funds American Balanced 529F
American Balanced Fund IncP.O. Box 7650, One Market, Steuart Tower
Map
Phone: 800-421-4225
| Category: | Moderate Allocation | | Fund Family: | American Funds | | Net Assets: | 58.81B | | Year-to-Date Return: | 4.37% | | Yield: | 1.92% | | Morningstar Rating: |  | | Fund Inception Date: | Sep 16, 2002 |
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John H. Smet
Lead Manager since Dec 31, 1996 | | | 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 |
| 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 |
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| 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. |
| Last Dividend
(Mar 14, 2013)
:
| 0.10 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 54.00% | | Average for Category: | 71.92% |
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| Expense | CLBFX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.49% | 0.98% | | Prospectus Net Expense Ratio: | 0.49% | N/A | | Prospectus Gross Expense Ratio: | 0.49% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.29% | | Max Deferred Sales Load:
| N/A | 2.51% | | 3 Yr Expense Projection*: | 197 | 597 | | 5 Yr Expense Projection*: | 333 | 921 | | 10 Yr Expense Projection*: | 723 | 1,819 |
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0.01(0.04%) May 24