Morningstar

American Funds American Balanced Fund® Class R-6 RLBGX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 40.84  /  +0.44 %
  • Total Assets 287.6B
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.08%
  • Turnover 50%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RLBGX

Will RLBGX outperform in the future?

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

  • Process Pillar

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

  • People Pillar

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

More personnel changes don’t alter this strategy’s strong prospects.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Despite an unusual spate of manager turnover, this strategy is steered by an able group employing a disciplined approach.

by Greg Carlson
Rated on Published on

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Portfolio Holdings RLBGX

More RLBGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

6.83 18B
Cash and Equivalents

Broadcom Inc

3.36 9B
Technology

Cap Grp Cent Fd Ser Ii

2.81 7B
—

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.33 6B
Technology

Philip Morris International Inc

2.23 6B
Consumer Defensive

NVIDIA Corp

2.02 5B
Technology

Microsoft Corp

1.99 5B
Technology

Alphabet Inc Class A

1.74 5B
Communication Services

Alphabet Inc Class C

1.42 4B
Communication Services

Eli Lilly and Co

1.33 4B
Healthcare

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