American Balanced Fund Quote

CLBCX Fund  USD 36.87  0.17  0.46%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
American Balanced is trading at 36.87 as of the 1st of December 2024; that is 0.46 percent increase since the beginning of the trading day. The fund's open price was 36.7. American Balanced has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for American Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
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.. More on American Balanced Fund

Moving together with American Mutual Fund

  0.97AMECX Income FundPairCorr
  0.97AMFCX American MutualPairCorr
  0.97AMFFX American MutualPairCorr
  0.86RNCCX American Funds IncomePairCorr

Moving against American Mutual Fund

  0.35FPPPX American Funds PresePairCorr

American Mutual Fund Highlights

Fund ConcentrationAmerican Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, American Funds, Large Blend, Allocation--50% to 70% Equity (View all Sectors)
Update Date30th of September 2024
American Balanced Fund [CLBCX] is traded in USA and was established 1st of December 2024. American Balanced is listed under American Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of American Funds family. This fund currently has accumulated 135.34 B in assets under management (AUM) with no minimum investment requirementsAmerican Balanced is currently producing year-to-date (YTD) return of 14.5% with the current yeild of 0.01%, while the total return for the last 3 years was 4.76%.
Check American Balanced Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top American Balanced Fund Mutual Fund Constituents

DDDupont De NemoursStockMaterials
NKENike IncStockConsumer Discretionary
KOThe Coca ColaStockConsumer Staples
INTCIntelStockInformation Technology
AVGOBroadcomStockInformation Technology
UNHUnitedHealth Group IncorporatedStockHealth Care
PMPhilip Morris InternationalStockConsumer Staples
PFEPfizer IncStockHealth Care
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American Balanced Risk Profiles

American Balanced Against Markets

Other Information on Investing in American Mutual Fund

American Balanced financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Balanced security.
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