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American Funds American Balanced R5 RLBFX

Analyst rating as of
  • NAV / 1-Day Return 29.92  /  0.20 %
  • Total Assets 199.0 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.94%
  • Turnover 158%

Morningstar’s Analysis RLBFX

Will RLBFX outperform in future?

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

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

Senior Analyst

Summary

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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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