Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | RLBGX Insights | RLBGX Score | RLBGX Performance | RLBGX News | RLBGX Allocation | RLBGX Holdings Change

American Funds American Balanced R6 Fund (RLBGX)

Fund performance review and position details on American Funds American Balanced R6 Fund (RLBGX)

    Last Trade: $ on , Change: (0%)

American Funds American Balanced R6 Fund (RLBGX) HighlightAmerican Funds American Balanced R6 Fund (RLBGX) Fund Summary

American Funds American Balanced R6 Fund (RLBGX) statistics as of May 30, 2016

Category: Allocation--50% to 70% Equity
Fund Family: American Funds
Net Asset: $91.77B
Yield: 1.85%
Year-to-Date Return: 3.61%
Morningstar rating: 5

 

American Funds American Balanced R6 Fund (RLBGX) CostAmerican Funds American Balanced R6 Fund (RLBGX) Cost

American Funds American Balanced R6 Fund (RLBGX) various investment related cost

Initial Investment: 250
Total Expense Ratio (Allocation--50% to 70% Equity average): 0.29% (0.85%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 82.00%

 

American Funds American Balanced R6 Fund (RLBGX) PerformanceAmerican Funds American Balanced R6 Fund (RLBGX) Performance

Most current American Funds American Balanced R6 Fund (RLBGX) Performance

1-month Performance (Allocation--50% to 70% Equity category median performance): 0.49% (0.73%)
3-month Performance (Allocation--50% to 70% Equity category median performance): 6.19% (6.47%)
1 Year Performance (Allocation--50% to 70% Equity category median performance): 3.32% (-1.86%)
3 Year Performance (Allocation--50% to 70% Equity category median performance): 8.28% (5.29%)
5 Year Performance (Allocation--50% to 70% Equity category median performance): 9.60% (5.94%)
Number of Years of positive return: 6 years
Number of Years of negative return: 0 years
3 year Alpha (Allocation--50% to 70% Equity category average): 3.19 (0.36)
3 year Beta (Allocation--50% to 70% Equity category average): 1.05 (1.03)
3 year Sharpe Ratio: 1.04
3 year Treynor: 7.82

American Funds American Balanced R6 Fund (RLBGX) topholdingTop Stock Holdings in American Funds American Balanced R6 Fund (RLBGX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Microsoft Corporation3.35%0.00%
Philip Morris International Inc2.52%0.00%
Comcast Corporation2.38%0.00%
Home Depot, Inc. (The) Common S2.11%0.00%
Berkshire Hathaway Inc A2.04%0.00%
Amazon.com, Inc.1.95%0.00%
Coca-Cola Company (The) Common 1.84%0.00%
UnitedHealth Group Incorporated1.5%0.00%
Wells Fargo & Company Common St1.48%0.00%
US Treasury Note 1.375%1.44%N/A
*Note: The price change will reset to 0 after the midnight

 

American Funds American Balanced R6 Fund (RLBGX) Portfolio AllocationAmerican Funds American Balanced R6 Fund (RLBGX) Fund Portfolio Allocation

American Funds American Balanced R6 Fund (RLBGX) Fund Portfolio Allocation data as of 03/2016

Stock56.23%
Bond33.34%
Cash10.21%
Other0.15%

 

American Funds American Balanced R6 Fund (RLBGX) CompareCompare with other Allocation--50% to 70% Equity category mutual funds

Below are some additional Allocation--50% to 70% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
American Funds American Balanced R63.328.289.60
Thrivent Balanced Income Plus I (IBBFX)-0.556.376.46 Compare
Pioneer Classic Balanced Y (AYBLX)-2.026.897.06 Compare
American Century Balanced Instl (ABINX)-1.386.107.61 Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

American Funds American Balanced R6 Fund (RLBGX) PerformanceOther Financial Data Web Sites on American Funds American Balanced R6 Fund (RLBGX)

Addition research sites for American Funds American Balanced R6 Fund (RLBGX)

 

American Funds American Balanced R6 Fund (RLBGX) Related ResourcesSee more information on American Funds American Balanced R6 (RLBGX) Fund

Popular pages on American Funds American Balanced R6 (RLBGX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update