American Funds American Balanced Fund® Class A (ABALX)

Fund Assets	239.86B
Expense Ratio	0.57%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	2.47
Dividend Yield	6.52%
Dividend Growth	226.95%
Payout Frequency	Quarterly
Ex-Dividend Date	n/a

Previous Close	35.68
YTD Return	2.88%
1-Year Return	15.67%
5-Year Return	46.82%
52-Week Low	32.57
52-Week High	37.19
Beta (5Y)	0.64
Holdings	3732
Inception Date	Jul 25, 1975

About ABALX

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.

• Fund Family: American Funds Cl A
• Category: Allocation--50% to 70% Equity
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: ABALX
• Share Class: Class A
• Index: S&P 500 TR

Performance

ABALX had a total return of 15.67% in the past year. Since the fund's inception, the average annual return has been 8.32%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FIQBX	Fidelity	Fidelity Advisor Asset Manager 70% - Class Z	0.56%
FPKFX	Fidelity	Fidelity Puritan K6 Fund	0.32%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
RLBGX	Class R-6	0.25%
AFMBX	Class F-3	0.25%
RLBFX	Class R-5	0.30%
FBONX	Class 529-f-3	0.30%

Top 10 Holdings

27.82% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	6.01%
Capital Group Central Cash Fund	n/a	4.91%
Microsoft Corporation	MSFT	3.30%
Cap Grp Cent Fd Ser Ii	CCBFX	2.73%
Taiwan Semiconductor Manufacturing Company Limited	TSM	2.07%
Meta Platforms, Inc.	META	1.92%
Philip Morris International Inc.	PM	1.83%
Alphabet Inc.	GOOG	1.79%
Amazon.com, Inc.	AMZN	1.78%
UnitedHealth Group Incorporated	UNH	1.49%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 16, 2024	$2.1385	Dec 17, 2024
Sep 16, 2024	$0.110	Sep 17, 2024
Jun 10, 2024	$0.110	Jun 11, 2024
Mar 11, 2024	$0.110	Mar 12, 2024
Dec 12, 2023	$0.455	Dec 13, 2023
Sep 11, 2023	$0.100	Sep 12, 2023