AFMBX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds American Balanced F3 (AFMBX) Ownership - Who owns American Funds American Balanced F3?

The investment seeks conservation of capital, current income and long-term growth of capital and income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

AFMBX

Net Assets

234B

Fund Existence

over 8 years

Turnover

44.00

Total Expense Ratio

0.25

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.25

Assets in Top Ten Holdings

47.8B

Average Credit Quality

Average Effective Duration

4.77

Average Effective Maturity

7.13

Fund of Funds

Fund Share Class Net Assets

12.6B

Fund Type

OpenEnd

Index Fund

Management Fee

0.21

Modified Duration

5.14

No Load Fund

Yes

Number of Long Holdings

3686.00

Number of Net Holdings

3687.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

20.91%

Gain YTD

0.542

Annual Yield % from dividends

2.32

Returns for 1 year

5.09

Returns for 3 years

22.86

Returns for 5 years

38.69

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details