American Funds American Balanced Fund Class R-3 (RLBCX)

$27.70
D 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 American Balanced Fund Class R-3 19 0.55 -16.74% -0.96% 0.94%
U.S. All Cap 35 1.01 -21.93% - -

* 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 -2.64% -2.11% -0.52%
Year-to-Date -16.74% -21.93% 5.19%
1 Year -14.66% 0.00% -14.66%

Risk, Fees & Styles

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

Fund's Risk

19%

(high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 19% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.94%

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

Total fees paid

$1,186

Real cost (fees + lost compounding)

$1,468

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-2.65%