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Morningstar

American Funds American Balanced F2 AMBFX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 31.16  /  0.16 %
  • Total Assets 203.6 Bil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.77%
  • Turnover 52%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:10 PM GMT+0

Morningstar’s Analysis AMBFX

Will AMBFX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMBFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AMBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AMBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Solid all around.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Ably managed equity and fixed-income portfolios form an appealing whole, supporting a continued Morningstar Analyst Rating of Silver for the 12 cheapest share classes of American Funds American Balanced. The other seven share classes are rated Bronze.

by Greg Carlson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AMBFX

More AMBFX Holdings
  • Current Portfolio Date
  • Equity Holdings 190
  • Bond Holdings 2332
  • Other Holdings 8
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

9.62
18,708,515,406
Cash and Equivalents

Microsoft Corp

4.24
8,242,874,459
Technology

Broadcom Inc

3.50
6,810,577,425
Technology

Cap Grp Cent Fd Ser Ii

3.44
6,696,321,199
—

UnitedHealth Group Inc

2.11
4,099,747,877
Healthcare

Philip Morris International Inc

1.99
3,877,763,015
Consumer Defensive

The Home Depot Inc

1.38
2,683,993,308
Consumer Cyclical

Alphabet Inc Class C

1.36
2,652,729,309
Communication Services

Eli Lilly and Co

1.29
2,500,713,992
Healthcare

Meta Platforms Inc Class A

1.16
2,248,991,993
Communication Services