American Funds Balanced Portfolio Class A (BLPAX)

$17.51
C Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds Balanced Portfolio Class A 20 0.56 4.23% 0.29% 0.35%
U.S. All Cap 35 1.01 9.56% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 4.10% 9.11% -5.00%
Year-to-Date 4.23% 9.56% -5.33%
1 Year 14.30% 0.00% 14.30%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

20%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 20% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.35%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$454

Real cost (fees + lost compounding)

$561

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-0.62%