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American Funds American Balanced C BALCX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
32.46  /  0.06 %
Total Assets
205.5 Bil
Adj. Expense Ratio
1.330%
Expense Ratio
1.330%
Fee Level
Below Average
Longest Manager Tenure
22.45 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.56%
Turnover
176%

USD | NAV as of Jun 15, 2021 | 1-Day Return as of Jun 15, 2021, 9:31 PM GMT+00:00

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Morningstar’s Analysis

Will BALCX outperform in future?

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

Process Pillar

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

People Pillar

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The People Pillar is our evaluation of the BALCX 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

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

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

Senior Analyst

Summary

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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.

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