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.
American Funds funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $250.
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American Balanced Fund, Class A
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ABALX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on ABALX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
American Balanced Fund, Class A
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Pre-filled with ABALX's historical average return
Important: This projection uses simplified assumptions based on ABALX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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ABALX is the ticker symbol for American Balanced Fund, Class A, a Balanced mutual fund managed by American Funds. 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.
ABALX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
ABALX has posted a 1-year return of +24.86%, 3-year return of +19.90%, 5-year return of +11.61%, 10-year return of +241.13%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
ABALX requires a minimum initial investment of $250. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether ABALX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Balanced category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.