American Balanced Fund Quote
| BALFX Fund | USD 36.90 0.17 0.46% |
Performance12 of 100
| Odds Of DistressLess than 18
|
American Balanced is trading at 36.90 as of the 30th of November 2024; that is 0.46% up since the beginning of the trading day. The fund's open price was 36.73. American Balanced has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for American Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
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.. More on American Balanced Fund
Moving together with American Mutual Fund
| 0.97 | AMECX | Income Fund | PairCorr |
| 0.9 | AMFCX | American Mutual | PairCorr |
| 0.9 | AMFFX | American Mutual | PairCorr |
| 0.85 | RNCCX | American Funds Income | PairCorr |
Moving against 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, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | December |
American Balanced Fund [BALFX] is traded in USA and was established 30th of November 2024. American Balanced 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 currently has accumulated 202.13 B in assets under management (AUM) with no minimum investment requirementsAmerican Balanced is currently producing year-to-date (YTD) return of 15.26% with the current yeild of 0.02%, while the total return for the last 3 years was 5.54%.
Check American Balanced 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 Balanced Fund 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 Balanced Fund Mutual Fund Constituents
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| AVGO | Broadcom | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials |
American Balanced Risk Profiles
| Mean Deviation | 0.3675 | |||
| Semi Deviation | 0.4184 | |||
| Standard Deviation | 0.4937 | |||
| Variance | 0.2438 |
American Balanced Against Markets
Other Information on Investing in American Mutual Fund
American Balanced 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 Balanced security.
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