Nasdaq - Delayed Quote USD

American Funds American Balanced R5 (RLBFX)

34.41
-0.03
(-0.09%)
At close: May 9 at 8:02:10 PM EDT
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  • Previous Close 34.44
  • YTD Return -0.43%
  • Expense Ratio 0.29%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 232.27B
  • Beta (5Y Monthly) 0.92
  • Yield 2.26%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.13
  • 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

232.27B

Net Assets

2020-10-30

Inception Date

More about American Funds American Balanced R5

Performance Overview: RLBFX

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Trailing returns as of 5/9/2025. Category is Allocation--50% to 70% Equity.

YTD Return

RLBFX
0.43%
Category
9.69%
 

1-Year Return

RLBFX
11.63%
Category
27.06%
 

3-Year Return

RLBFX
8.40%
Category
11.00%
 

5-Year Return

RLBFX
9.35%
Category
10.26%
 

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Holdings: RLBFX

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Sector Weightings

SectorRLBFX
Technology   23.57%
Financial Services   13.56%
Healthcare   13.03%
Industrials   10.57%
Communication Services   9.79%
Consumer Defensive   9.14%
Consumer Cyclical   7.35%
Energy   4.80%
Basic Materials   3.53%
Utilities   2.89%
Real Estate   1.77%
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Recent News: RLBFX

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Research Reports: RLBFX

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