Join +750K new investors every month who copy stock picks from billionaire's portfoliosSign Up Free

Overview Of American Funds American Balanced R4 Fund (RLBEX)

Published 06/16/2016, 11:42 PM
Updated 07/09/2023, 06:31 AM
MSFT
-
CMCSA
-
PM
-

American Funds American Balanced R4 (RLBEX) a Zacks Rank #1 (Strong Buy) was incepted in July 1975. RLBEX seeks growth of capital and income over the long run through capital conservation. RLBEX invests in both common stocks and bonds that are rated investment-grade. RLBEX invests in debt securities that are backed by the U.S. government and federal agencies. RLBEX invests in common stocks of companies that have impressive dividend paying track records. RLBEX may also invests in securities issued by foreign entities.

This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Intermediate Bond. Further, as of the last filing, Microsoft (NASDAQ:MSFT), Philip Morris International (NYSE:PM) and Comcast (NASDAQ:CMCSA) were the top holdings for RLBEX.

American Funds American Balanced R4, managed by American Funds, carries an expense ratio of 0.63%. Moreover, RLBEX requires a minimal initial investment of $250.

RLBEX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 2.94%, 3 year 7.90% and 5 year 9.21%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

RLBEX’s performance, as of the last filing, when compared to funds in its category was in the top 2% in 1 year, top 3% over the past 3 years, and in the 1% over the past 5 years.

About Zacks Mutual Fund Rank

By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.


View All Zacks #1 Ranked Mutual Funds

Get Your Free (RLBEX): Fund Analysis Report

Original post

Zacks Investment Research

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.