American Funds American Balanced Fund® Class F-3 AFMBX
Strategy
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.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
BALFX | American Funds American Balanced Fund® Class F-1 | No Load | Open | $4.90B | 0.610% | Below Average | $250 | −$47.80M | |||
AMBFX | American Funds American Balanced Fund® Class F-2 | No Load | Open | $40.75B | 0.350% | Low | $250 | $1.24B | |||
FBAFX | American Funds American Balanced Fund® Class 529-F-2 | No Load | Open | $788.57M | 0.330% | Low | $250 | $21.96M | |||
FBONX | American Funds American Balanced Fund® Class 529-F-3 | No Load | Open | $2.23M | 0.300% | Low | $250 | −$254,486.33 | |||
AFMBX | American Funds American Balanced Fund® Class F-3 | Institutional | Open | $16.19B | 0.250% | Low | $1M | −$102.22M | |||
ABALX | American Funds American Balanced Fund® Class A | Front Load | Open | $129.72B | 0.550% | Low | $250 | −$5.51B | |||
CLBAX | American Funds American Balanced Fund® Class 529-A | Front Load | Open | $6.65B | 0.580% | Low | $250 | −$377.26M | |||
BALCX | American Funds American Balanced Fund® Class C | Level Load | Open | $7.59B | 1.300% | Below Average | $250 | −$1.19B | |||
CLBCX | American Funds American Balanced Fund® Class 529-C | Level Load | Open | $231.23M | 1.350% | Below Average | $250 | −$33.28M | |||
CLBEX | American Funds American Balanced Fund® Class 529-E | Level Load | Open | $186.88M | 0.820% | Low | $250 | −$18.59M | |||
RLBFX | American Funds American Balanced Fund® Class R-5 | Retirement, Large | Open | $1.01B | 0.300% | Low | $250 | −$279.22M | |||
RLBGX | American Funds American Balanced Fund® Class R-6 | Retirement, Large | Open | $60.02B | 0.250% | Low | $250 | −$7.39B | |||
RLEFX | American Funds American Balanced Fund® Class R-5E | Retirement, Large | Open | $775.09M | 0.390% | Low | $250 | $15.69M | |||
RLBCX | American Funds American Balanced Fund® Class R-3 | Retirement, Medium | Open | $2.49B | 0.890% | Low | $250 | −$340.62M | |||
RLBEX | American Funds American Balanced Fund® Class R-4 | Retirement, Medium | Open | $4.21B | 0.600% | Low | $250 | −$544.01M | |||
RLBBX | American Funds American Balanced Fund® Class R-2 | Retirement, Small | Open | $1.12B | 1.330% | Average | $250 | −$140.49M | |||
RLBAX | American Funds American Balanced Fund® Class R-1 | Retirement, Small | Open | $181.64M | 1.320% | Below Average | $250 | −$10.84M | |||
RAMHX | American Funds American Balanced Fund® Class R-2E | Retirement, Small | Open | $167.12M | 1.040% | Low | $250 | −$25.84M |
United States