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.
- NAV / 1-Day Return 29.48 / 0.87 %
- Total Assets 196.0 Bil
-
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 1.88%
- Turnover 52%
Morningstar’s Analysis RLBGX
Will RLBGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 196
- Bond Holdings 2120
- Other Holdings 8
- % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Capital Group Central Cash Fund
10.33
20,883,258,313
Cash and Equivalents
Cap Grp Cent Fd Ser Ii
3.65
7,387,449,738
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