UK markets open in 33 minutes

American Funds American Balanced F2 (AMBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
34.79+0.05 (+0.14%)
At close: 08:00PM EDT

American Funds American Balanced F2

San Francisco CA 94105

One Market - Steuart Tower Suite 2000

American Balanced Fund Inc

Management information
Hilda L. Applbaum,Lead manager since 31 December 1998
Hilda L. Applbaum is a portfolio manager at Capital Group. She also serves on the Global Solutions Committee. She has 37 years of investment industry experience and has been with Capital Group for 29 years. Earlier in her career, as an equity investment analyst at Capital, Hilda covered global convertible securities. Before joining Capital, she was a principal investment officer and director of research for the California Public Employees Retirement System, and a research analyst and economist at Federal Farm Credit Banks Funding Corp. in New York.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyAmerican Funds
Net assets221.29B
YTD return5.88%
Morningstar rating★★★★★
Inception date29 Oct 2020

Fund operations

Last dividend0.26
Last cap gain26.00
Holdings turnover171.00%
Average for categoryN/A

Fees and expenses

ExpenseAMBFXCategory average
Annual report expense ratio (net)0.25%0.84%
Prospectus net expense ratio0.25%N/A
Prospectus gross expense ratio0.25%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A