BALFX : American Funds American Balanced Fund® Class F-1

BALFX is a Allocation Market All-In-One with MODERATE fees.

BALFX

American Funds American Balanced Fund® Class F-1

FI Score

69 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

69% FI Score
  • balfx
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds American Balanced Fund® Class F-1

Expenses: 0.64% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Fund Summary

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.

Largest Holdings

Amount Holding
3.96% Microsoft Corp
2.81% UnitedHealth Group Inc
1.97% Philip Morris International Inc
1.87% Taiwan Semiconductor Manufacturing Co Ltd ADR
1.78% Berkshire Hathaway Inc A
1.59% Broadcom Inc
1.47% Amazon.com Inc
1.30% JPMorgan Chase & Co
1.24% Pfizer Inc
1.17% Cigna Corp
1.12% Comcast Corp Class A
1.12% United States Treasury Bonds 2.25%
1.11% Boeing Co
1.03% The Home Depot Inc
1.01% United States Treasury Notes 1.75%
0.94% Facebook Inc A
0.92% Johnson & Johnson
0.90% Intel Corp
0.86% Nestle SA
0.86% Gilead Sciences Inc
0.84% Lockheed Martin Corp
0.80% Charter Communications Inc A
0.77% ASML Holding NV ADR
0.77% Alphabet Inc Class C
0.73% United States Treasury Notes 1.38%

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