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 R5 MF is 1.09T. The market cap for tickers in the group ranges from 195.97B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PM at 195.97B.
Volume
The average weekly volume growth across all stocks in the American Funds American Balanced R5 MF was 39%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was 18%
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: 44
Price Growth Rating: 31
SMR Rating: 38
Profit Risk Rating: 12
Seasonality Score: 9 (-100 ... +100)