Nasdaq - Delayed Quote USD

American Funds American Balanced R3 (RLBCX)

36.24 +0.03 (+0.08%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 36.21
  • YTD Return 14.29%
  • Expense Ratio 0.89%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 237.68B
  • Beta (5Y Monthly) 0.94
  • Yield 1.88%
  • 5y Average Return --
  • Holdings Turnover 171.00%
  • Last Dividend 0.25
  • Inception Date Oct 30, 2020

The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.

American Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

237.68B

Net Assets

2020-10-30

Inception Date

Performance Overview: RLBCX

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Trailing returns as of 10/22/2024. Category is Allocation--50% to 70% Equity.

YTD Return

RLBCX
14.29%
Category
9.69%
?

1-Year Return

RLBCX
25.42%
Category
27.06%
?

3-Year Return

RLBCX
6.56%
Category
11.00%
?

5-Year Return

RLBCX
8.94%
Category
10.26%
?

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Holdings: RLBCX

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Top 9 Holdings (20.47% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 4.68%
MSFT
Microsoft Corporation 3.45%
UNH
UnitedHealth Group Incorporated 2.10%
META
Meta Platforms, Inc. 2.08%
PM
Philip Morris International Inc. 1.88%
TSM
Taiwan Semiconductor Manufacturing Company Limited 1.81%
GOOG
Alphabet Inc. 1.68%
AAPL
Apple Inc. 1.44%
LLY
Eli Lilly and Company 1.35%

Sector Weightings

Recent News: RLBCX

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Research Reports: RLBCX

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