RLBAX – Fund Analysis – American Funds American Balanced R1 | Morningstar

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Will RLBAX outperform in future?

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

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Process Pillar

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

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

Despite personnel turnover, this fund remains on a steady course.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Recent and upcoming manager departures are offset by this fund’s deep resources and prudent approach.

by Greg Carlson

Rated on Mar 19, 2024 Published on Mar 19, 2024

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