American Funds American Balanced Fund Class R-6 (RLBGX)

$33.11
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-6 19 0.55 3.47% -0.47% 0.29%
U.S. All Cap 35 1.01 7.40% - -

* 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 4.42% 7.91% -3.50%
Year-to-Date 3.47% 7.40% -3.93%
1 Year 15.33% 0.00% 15.33%

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
  • 0.29%

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

Total fees paid

$378

Real cost (fees + lost compounding)

$466

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-2.24%