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American Funds American Balanced R6 RLBGX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 35.32  /  +0.37 %
  • Total Assets 231.4 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 2.54%
  • Turnover 171%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:20 PM GMT+0

Morningstar’s Analysis RLBGX

Will RLBGX 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 RLBGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

8.70 19.4 Bil
Cash and Equivalents

Microsoft Corp

4.63 10.3 Bil
Technology

Broadcom Inc

4.52 10.1 Bil
Technology

Cap Grp Cent Fd Ser Ii

3.01 6.7 Bil

Meta Platforms Inc Class A

1.69 3.8 Bil
Communication Services

Philip Morris International Inc

1.68 3.7 Bil
Consumer Defensive

UnitedHealth Group Inc

1.67 3.7 Bil
Healthcare

Eli Lilly and Co

1.58 3.5 Bil
Healthcare

Alphabet Inc Class C

1.51 3.4 Bil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.44 3.2 Bil
Technology