American Funds Balanced Fund Quote
| RBAFX Fund | USD 18.84 0.01 0.05% |
Performance4 of 100
| Odds Of DistressLess than 21
|
American Funds is trading at 18.84 as of the 28th of November 2024; that is 0.05% down since the beginning of the trading day. The fund's open price was 18.85. American Funds has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for American Funds Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds may include growth, growth-and-income, equity-income, balanced and fixed income funds. Normally through its investments in the underlying funds, the fund will maintain at least 45 percent of the value of its net assets in common stocks and other equity investments and at least 25 percent of the value of its net assets in bonds and other debt securities . More on American Funds Balanced
Moving together with American Mutual Fund
American Mutual Fund Highlights
| Fund Concentration | American Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, American Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
American Funds Balanced [RBAFX] is traded in USA and was established 28th of November 2024. American Funds is listed under American Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of American Funds family. This fund at this time has accumulated 8.07 B in assets with no minimum investment requirementsAmerican Funds Balanced is currently producing year-to-date (YTD) return of 12.7% with the current yeild of 0.02%, while the total return for the last 3 years was 4.26%.
Check American Funds Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Funds Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top American Funds Balanced Mutual Fund Constituents
| RANGX | American Funds Strategic | Mutual Fund | Intermediate Core-Plus Bond | |
| RBFGX | Bond Fund Of | Mutual Fund | Intermediate Core Bond | |
| RGBGX | American Funds Global | Mutual Fund | World Allocation | |
| RIDGX | Income Fund Of | Mutual Fund | Allocation--70% to 85% Equity | |
| RLBGX | American Balanced Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| RLLGX | Smallcap World Fund | Mutual Fund | World Small/Mid Stock | |
| RNPGX | New Perspective Fund | Mutual Fund | World Large-Stock Growth | |
| RWIGX | Capital World Growth | Mutual Fund | World Large-Stock Blend |
American Funds Balanced Risk Profiles
| Mean Deviation | 0.3508 | |||
| Semi Deviation | 0.4374 | |||
| Standard Deviation | 0.46 | |||
| Variance | 0.2116 |
American Funds Against Markets
Other Information on Investing in American Mutual Fund
American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
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