Skip to Content

American Funds American Balanced R3 RLBCX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 32.40  /  0.18 %
  • Total Assets 214.5 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.05%
  • Turnover 52%

Morningstar’s Analysis RLBCX

Will RLBCX outperform in future?

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

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RLBCX

  • Current Portfolio Date
  • Equity Holdings 188
  • Bond Holdings 2403
  • Other Holdings 27
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

8.33
17,606,583,223
Cash and Equivalents
4.60
9,717,587,700
Technology
4.39
9,287,669,941
Technology

Cap Grp Cent Fd Ser Ii

3.19
6,734,591,935
2.05
4,342,218,740
Healthcare
1.78
3,754,843,250
Consumer Defensive
1.43
3,031,684,898
Consumer Cyclical
1.38
2,909,823,395
Communication Services
1.36
2,876,646,530
Communication Services
1.30
2,740,338,981
Healthcare