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American Funds American Balanced R2 (RLBBX)
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32.77 - YTD Return 5.98%
- 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 1.58%
- 5y Average Return --
- Holdings Turnover 171.00%
- Last Dividend 0.05
- 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: RLBBX
Trailing returns as of 4/24/2024. Category is Allocation--50% to 70% Equity.
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RSLBX American Funds SMALLCAP World R2
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RICBX American Funds Invmt Co of Amer R2
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RNPBX American Funds New Perspective R2
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RAFBX American Funds AMCAP R2
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RITBX American Funds American High-Inc R2
9.45
0.00%
RNWBX American Funds New World R2
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+0.26%
RMFBX American Funds American Mutual R2
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RGVBX American Funds US Government Sec R2
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Holdings: RLBBX
Top 9 Holdings (19.68% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorRLBBX
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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