Skip to Content

American Funds American Balanced F2 AMBFX

Analyst rating as of
NAV / 1-Day Return
33.52  /  0.12 %
Total Assets
216.8 Bil
Adj. Expense Ratio
0.360%
Expense Ratio
0.360%
Fee Level
Low
Longest Manager Tenure
22.82 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.40%
Turnover
176%
Premium

Morningstar’s Analysis

Will AMBFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Despite the loss of several veteran managers, this balanced fund has a lot to offer.

Senior Analyst

Summary

| |

A strong equity operation and an improved fixed-income effort remain after several manager retirements, supporting a Morningstar Analyst Rating of Silver for the 13 cheapest share classes of American Funds American Balanced. The other six are rated Bronze.

Unlock our full analysis with Morningstar Premium