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RLBEX
Mutual Fund ticker: NASDAQ
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NET ASSETS

American Funds American Balanced R4 (RLBEX) Ownership - Who owns American Funds American Balanced R4?

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

Profile

Category
Moderate Allocation
Address
American Balanced Fund IncOne Market - Steuart Tower Suite 2000San Francisco
Phone
415-421-9360
Web
www.americanfunds.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.59
Min. Initial Investment
250.00
Fund Existence
almost 23 years
Turnover
44.00
Front Load
N/A
Net Assets
234052710000.00
Manager Tenure
N/A

Fundamentals

RLBEX
Net Assets
234B
Fund Existence
almost 23 years
Turnover
44.00
Total Expense Ratio
0.59
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.59
Assets in Top Ten Holdings
47.8B
Average Credit Quality
6
Average Effective Duration
4.77
Average Effective Maturity
7.13
Fund of Funds
No
Fund Share Class Net Assets
4.02B
Fund Type
OpenEnd
Index Fund
No
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
0.425
Annual Yield % from dividends
1.98
Returns for 1 year
4.73
Returns for 3 years
21.84
Returns for 5 years
36.69
Returns for 10 years
52.56
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
American Balanced Fund IncOne Market - Steuart Tower Suite 2000San Francisco
Phone
415-421-9360
Web
www.americanfunds.com