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American Funds American Balanced R6 (RLBGX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds American Balanced R6 (RLBGX) Fund

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

 

Graph of American Funds American Balanced R6 Fund (RLBGX) ManagerFund Manager - John H. Smet

Fund Manager Information

Fund Manager Tenure: 21.0 years
Similar Funds: RLBAX  RLBBX  RLBCX  RLBEX  RLBFX 
Fund Family: American Funds
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)

 

Graph of American Funds American Balanced R6 Fund (RLBGX) ProfileAmerican Funds American Balanced R6 Fund (RLBGX) Profile

Fund Profile and Description

American Funds American Balanced R6 Fund seeks conservation of capital, current income and long-term growth of capital and income. American Funds American Balanced R6 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 R6 Fund may also hold cash or money market instruments.

 

American Funds American Balanced R6 (RLBGX) Fund Strength What we like about American Funds American Balanced R6 (RLBGX) Fund

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

  • American Funds American Balanced R6 Fund (RLBGX) management has been with American Funds American Balanced R6 Fund for 21.0 years
  • American Funds American Balanced R6 Fund (RLBGX) has good short-term performance (1-year return 3.32% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • American Funds American Balanced R6 Fund (RLBGX) has good mid-term performance (3-year return 8.28% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • American Funds American Balanced R6 Fund (RLBGX) has good Long-term performance (5-year return 9.60% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • American Funds American Balanced R6 Fund (RLBGX) ratio of up-years vs down years is greater than 2
  • American Funds American Balanced R6 Fund (RLBGX) has a Morningstar rating of 4 and above
  • Asset base in American Funds American Balanced R6 Fund (RLBGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds American Balanced R6 Fund (RLBGX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.29% vs 0.85%
  • American Funds American Balanced R6 Fund (RLBGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Funds American Balanced R6 Fund (RLBGX) Weakness What we are cautious about American Funds American Balanced R6 (RLBGX) Fund

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

  • American Funds American Balanced R6 Fund (RLBGX) has an annual stock turnover rate of 82.00% that is higher than the Allocation--50% to 70% Equity average of 53.61%. This could mean American Funds American Balanced R6 is more nimble, but also signal potential high tax impact and high trading fees
  • American Funds American Balanced R6 Fund (RLBGX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.84 that is higher than category average of 7.71
See American Funds American Balanced R6 Fund (RLBGX) performance details as of May 30, 2016

 

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Compare American Funds American Balanced R6 Fund (RLBGX)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 R63.613.328.289.60
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 R6 Fund (RLBGX)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 R6 Fund (RLBGX) Net Asset TrackingAmerican Funds American Balanced R6 (RLBGX) Fund Net Asset

Track net asset change of American Funds American Balanced R6 fund (RLBGX)

DateNet Asset
05/2016$91.77B
03/2016$88.38B
02/2016$83.81B
More historic net asset information on American Funds American Balanced R6 Fund (RLBGX)

  

Graph of American Funds American Balanced R6 Fund (RLBGX) Portfolio TrackingAmerican Funds American Balanced R6 (RLBGX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds American Balanced R6 fund (RLBGX)

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 R6 Fund (RLBGX)

 

graph of American Funds American Balanced R6 Fund (RLBGX) Top 10 Position TrackingTop 10 Holdings in American Funds American Balanced R6 (RLBGX) Fund

Discover what American Funds American Balanced R6 Fund (RLBGX) 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 R6 Fund (RLBGX)

  

Latest News on American Funds American Balanced R6 (RLBGX) Fund

See what is happening with American Funds American Balanced R6 Fund (RLBGX)

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

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