About RLBEX
American Funds American Balanced Fund Class R-4 is a mutual fund managed by Capital Group with a primary focus on balancing capital preservation, current income, and long-term capital growth. Structured as a moderate allocation fund, it invests in a diversified portfolio comprising both equities and investment-grade bonds, including securities issued by the U.S. government and select international entities. The fund strategically allocates between 50% and 70% of its assets to equities, offering investors exposure to leading companies across sectors such as technology, healthcare, consumer staples, and communications. Notable holdings in recent periods have included Broadcom, Microsoft, Alphabet, and UnitedHealth Group. This balanced approach aims to reduce volatility compared to pure equity funds, making it suitable for income-oriented investors seeking a conservative entry into the stock market or those looking to simplify their portfolio. With a history dating back to 1975 and assets under management exceeding $200 billion, the fund plays a significant role in retirement plan offerings and is recognized for its downside resilience and steady long-term performance within its category.
Fund Family Capital Group
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RLBEX
Share Class Class R-4
Index S&P 500 TR
RLBEX had a total return of 15.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.35%.
