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Morningstar

American Funds American Balanced F1 BALFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 29.84  /  0.23 %
  • Total Assets 199.0 Bil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.62%
  • Turnover 158%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis BALFX

Will BALFX 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 BALFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BALFX 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 BALFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Despite manager turnover in recent years, this balanced fund has a lot to offer.

Senior Analyst

Summary

| by Greg Carlson

A strong equity operation and a compelling fixed-income effort support a continued Morningstar Analyst Rating of Silver for the 13 cheapest share classes of American Funds American Balanced. The other six share classes are still rated Bronze.

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