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American Funds American Balanced F3 (AFMBX)
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32.67 - YTD Return 6.25%
- Expense Ratio 0.35%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 26.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 223.11B
- Beta (5Y Monthly) 0.95
- Yield 2.55%
- 5y Average Return --
- Holdings Turnover 171.00%
- Last Dividend 0.14
- Inception Date Aug 5, 2008
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.
American Funds
Fund Family
Allocation--50% to 70% Equity
Fund Category
223.11B
Net Assets
2008-08-05
Inception Date
Performance Overview: AFMBX
Trailing returns as of 4/18/2024. Category is Allocation--50% to 70% Equity.
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FNPFX American Funds New Perspective Fund
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GAFFX American Funds The Growth Fund of America
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CFIHX American Funds Capital Income Bldr F3
65.61
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BFFAX American Funds Bond Fund of Amer F3
10.99
+0.09%
FNWFX American Funds New World Fund
75.66
-0.99%
FIFAX American Funds Income Fund of Amer F3
23.42
+0.39%
FWMIX American Funds Washington Mutual Investors Fund
59.24
-0.15%
PTRQX PGIM Total Return Bond R6
11.63
+0.17%
JHBSX JHancock Bond R6
13.09
+0.08%
FWGIX American Funds Capital World Growth and Income Fund
61.89
-0.80%
MDIZX MFS Intl Diversification R6
22.24
-0.49%
FDTRX Franklin DynaTech R6
150.13
-2.73%
FUNFX American Funds Fundamental Invs F3
75.52
-0.91%
LBNOX Lord Abbett Bond Debenture F3
6.94
0.00%
FFICX American Funds Invmt Co of Amer F3
52.86
-0.83%
Holdings: AFMBX
Top 9 Holdings (19.68% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorAFMBX
Technology 24.43%
Healthcare 14.29%
Financial Services 11.50%
Industrials 11.06%
Communication Services 9.74%
Consumer Defensive 8.51%
Consumer Cyclical 7.34%
Energy 6.03%
Basic Materials 3.00%
Utilities 2.37%
Real Estate 1.73%
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