American Funds American Balanced Fund Class R-4 (RLBEX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.81% | 9.11% | -4.30% |
Year-to-Date | 5.10% | 9.56% | -4.45% |
1 Year | 16.41% | 0.00% | 16.41% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
19%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 19% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.65%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$832
Real cost (fees + lost compounding)
$1,028
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-2.44%