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    American Funds American Balanced F1 (BALFX)

    25.19 Down 0.01(0.04%) May 28
    Prev Close:25.20
    YTD Return*:1.82%
    Net Assets*:82.58B
    Yield*:1.42%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    MSFT3.174.52
    CMCSA2.602.15
    BA2.3911.50
    PM2.333.39
    HD2.295.41

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:82.58B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.65%

    Performance & Risk

    YTD Return:1.82%
    5y Avg Return:11.37%
    Rank in Category (ytd):77
    % Rank in Category (ytd):8.04%
    Beta (3y):1.04
    Morningstar Risk Rating:3

    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. View More
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