Skip to Content

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
  • 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



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.

Unlock our full analysis with Morningstar Investor