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BALFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$34.32
Change
+$0.25 (+0.73%)
Net Assets
236.43B

BALFX American Funds American Balanced F1 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD), Philip Morris International (NYSE:PM).

Industry description

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

Market Cap

The average market capitalization across the American Funds American Balanced F1 MF is 1.08T. The market cap for tickers in the group ranges from 193.14B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PM at 193.14B.

Volume

The average weekly volume growth across all stocks in the American Funds American Balanced F1 MF was 85%. For the same stocks of the MF, the average monthly volume growth was 317% and the average quarterly volume growth was 38%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66
P/E Growth Rating: 45
Price Growth Rating: 38
SMR Rating: 25
Profit Risk Rating: 12
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

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
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BALFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BALFX has been closely correlated with RAMHX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if BALFX jumps, then RAMHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BALFX
1D Price
Change %
BALFX100%
+0.73%
RAMHX - BALFX
100%
Closely correlated
+0.77%
FBONX - BALFX
100%
Closely correlated
+0.76%
RLEFX - BALFX
100%
Closely correlated
+0.76%
RLBGX - BALFX
100%
Closely correlated
+0.76%
RLBEX - BALFX
100%
Closely correlated
+0.76%
More