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American Funds American Balanced A (ABALX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds American Balanced A (ABALX) Fund

    Last Trade: $27.29 on 10/20/2017, Change: N/A (0%)

 

Graph of American Funds American Balanced A Fund (ABALX) ManagerFund Manager - John H. Smet

Fund Manager Information

Fund Manager Tenure: 20.8 years
Fund Family: American Funds
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)

 

Graph of American Funds American Balanced A Fund (ABALX) ProfileAmerican Funds American Balanced A Fund (ABALX) Profile

Fund Profile and Description

American Funds American Balanced A Fund seeks conservation of capital, current income and long-term growth of capital and income. American Funds American Balanced A Fund invests in a broad range of securities, including stocks, bonds and securities issued and guaranteed by the U.S. government. It normally maintains at least 50% of assets in common stocks and at least 25% of assets in debt securities, including money market securities. American Funds American Balanced A Fund may also hold cash or money market instruments.

 

American Funds American Balanced A (ABALX) Fund Strength What we like about American Funds American Balanced A (ABALX) Fund

Data for American Funds American Balanced A Fund (ABALX) as of May 30, 2016

  • American Funds American Balanced A Fund (ABALX) management has been with American Funds American Balanced A Fund for 20.8 years
  • American Funds American Balanced A Fund (ABALX) has good short-term performance (1-year return 3.01% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • American Funds American Balanced A Fund (ABALX) has good mid-term performance (3-year return 7.94% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • American Funds American Balanced A Fund (ABALX) has good Long-term performance (5-year return 9.25% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • American Funds American Balanced A Fund (ABALX) ratio of up-years vs down years is greater than 2
  • American Funds American Balanced A Fund (ABALX) has a Morningstar rating of 4 and above
  • Asset base in American Funds American Balanced A Fund (ABALX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds American Balanced A Fund (ABALX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.58% vs 0.85%

American Funds American Balanced A Fund (ABALX) Weakness What we are cautious about American Funds American Balanced A (ABALX) Fund

Data for American Funds American Balanced A Fund (ABALX) as of May 30, 2016

  • American Funds American Balanced A Fund (ABALX) has an annual stock turnover rate of 82.00% that is higher than the Allocation--50% to 70% Equity average of 56.38%. This could mean American Funds American Balanced A is more nimble, but also signal potential high tax impact and high trading fees
  • American Funds American Balanced A Fund (ABALX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.86 that is higher than category average of 7.71
  • American Funds American Balanced A Fund (ABALX) carries a 5.75% load
See American Funds American Balanced A Fund (ABALX) performance details as of May 30, 2016

 

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Compare American Funds American Balanced A Fund (ABALX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds American Balanced A3.493.017.949.25
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare
American Century Balanced Instl (ABINX)2.88-1.386.107.61Compare

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

 

Compare American Funds American Balanced A Fund (ABALX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of American Funds American Balanced A Fund (ABALX) Net Asset TrackingAmerican Funds American Balanced A (ABALX) Fund Net Asset

Track net asset change of American Funds American Balanced A fund (ABALX)

DateNet Asset
05/2016$91.77B
03/2016$88.38B
02/2016$83.81B
More historic net asset information on American Funds American Balanced A Fund (ABALX)

  

Graph of American Funds American Balanced A Fund (ABALX) Portfolio TrackingAmerican Funds American Balanced A (ABALX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds American Balanced A fund (ABALX)

DateCashStockBondOther
03/201610.21%56.23%33.34%0.15%
12/20158.53%58.86%31.77%0.76%
09/20157.7%59.37%31.34%1.54%
Click here to see more historic asset allocation information on American Funds American Balanced A Fund (ABALX)

 

graph of American Funds American Balanced A Fund (ABALX) Top 10 Position TrackingTop 10 Holdings in American Funds American Balanced A (ABALX) Fund

Discover what American Funds American Balanced A Fund (ABALX) manager is buying

Mar 30, 2016
Microsoft Corporation [3.35%]
Philip Morris International Inc [2.52%]
Comcast Corporation [2.38%]
Home Depot, Inc. (The) Common S [2.11%]
Berkshire Hathaway Inc A [2.04%]
Amazon.com, Inc. [1.95%]
Coca-Cola Company (The) Common [1.84%]
UnitedHealth Group Incorporated [1.5%]
Wells Fargo & Company Common St [1.48%]
US Treasury Note 1.375% [1.44%]

Dec 30, 2015
Microsoft Corporation [4.12%]
Philip Morris International Inc [2.63%]
Amazon.com, Inc. [2.42%]
Comcast Corporation [2.35%]
Wells Fargo & Company Common St [2.14%]
Home Depot, Inc. (The) Common S [2.13%]
Berkshire Hathaway Inc Class A [1.96%]
Coca-Cola Company (The) Common [1.95%]
JP Morgan Chase & Co. Common St [1.73%]
Lockheed Martin Corporation Com [1.63%]

Sep 29, 2015
Microsoft Corporation [3.66%]
Comcast Corporation [2.67%]
Philip Morris International Inc [2.65%]
Wells Fargo & Company Common St [2.37%]
Berkshire Hathaway Inc Class A [2.28%]
Amazon.com, Inc. [2.14%]
Home Depot, Inc. (The) Common S [2.08%]
Coca-Cola Company (The) Common [2.04%]
JP Morgan Chase & Co. Common St [1.78%]
Lockheed Martin Corporation Com [1.74%]
Click here for Stock Holding Change Map in American Funds American Balanced A Fund (ABALX)

  

Latest News on American Funds American Balanced A (ABALX) Fund

See what is happening with American Funds American Balanced A Fund (ABALX)

 

American Funds American Balanced A Fund (ABALX) Related ResourcesSee more information on American Funds American Balanced A (ABALX) Fund

Popular pages on American Funds American Balanced A (ABALX) Fund

  

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