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American Funds American Balanced R5 (RLBFX) Ownership - Who owns American Funds American Balanced R5?

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
N/A
Min. Initial Investment
250.00
Fund Existence
over 22 years
Turnover
171.00
Front Load
N/A
Net Assets
227568900000.00
Manager Tenure
N/A

Fundamentals

RLBFX
Net Assets
228B
Fund Existence
over 22 years
Turnover
171.00
Total Expense Ratio
N/A
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
N/A
Assets in Top Ten Holdings
47.8B
Average Credit Quality
N/A
Average Effective Duration
5.27
Average Effective Maturity
7.67
Fund of Funds
No
Fund Share Class Net Assets
1.02B
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
5.62
No Load Fund
No
Number of Long Holdings
2617.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
11.107
Annual Yield % from dividends
2.50
Returns for 1 year
19.14
Returns for 3 years
9.68
Returns for 5 years
36.87
Returns for 10 years
51.31
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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