AMBFX - American Funds American Balanced F2

Nasdaq - Nasdaq Delayed price. Currency in USD

American Funds American Balanced F2

American Balanced Fund Inc

One Market - Steuart Tower Suite 2000

San Francisco CA 94105

Management information
Paul R. Benjamin,Lead manager since 1 July 2014
Partner, Capital World Investors
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyAmerican Funds
Net assets150.38B
YTD return12.73%
Morningstar rating★★★★★
Inception date4 Aug 2008

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover72.00%
Average for categoryN/A

Fees and expenses

ExpenseAMBFXCategory average
Annual report expense ratio (net)0.38%0.81%
Prospectus net expense ratio0.38%N/A
Prospectus gross expense ratio0.38%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.63%
3-yr expense projection122N/A
5-yr expense projection213N/A
10-yr expense projection480N/A