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American Funds American Balanced R3 RLBCX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 33.63  /  +0.63 %
  • Total Assets 221.6 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • 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 2.00%
  • Turnover 171%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis RLBCX

Will RLBCX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings RLBCX

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

Capital Group Central Cash Fund

8.33 17.6 Bil
Cash and Equivalents

Microsoft Corp

4.60 9.7 Bil
Technology

Broadcom Inc

4.39 9.3 Bil
Technology

Cap Grp Cent Fd Ser Ii

3.19 6.7 Bil

UnitedHealth Group Inc

2.05 4.3 Bil
Healthcare

Philip Morris International Inc

1.78 3.8 Bil
Consumer Defensive

The Home Depot Inc

1.43 3.0 Bil
Consumer Cyclical

Meta Platforms Inc Class A

1.38 2.9 Bil
Communication Services

Alphabet Inc Class C

1.36 2.9 Bil
Communication Services

Eli Lilly and Co

1.30 2.7 Bil
Healthcare