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American Balanced Fund, Class A Shs: (MF: ABALX)

(NASDAQ Mutual Funds) As of Jun 16, 2026 05:26 PM ET

$40.82 USD

-0.13 (-0.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.49 12
3 months 5.03 23
6 months 8.82 21
1 Year 24.37 11
3 Year 17.25 12
5 Year 9.24 11
10 Year 10.13 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 84.96
Bear Market (10/07 - 2/09) -36.97
Bull Market (2/09 - 3/21) 579.94

Load Adjusted Returns as of May 31, 2026

1 Year 10.08
5 Year 6.83
10 Year 8.59
Since Inception 9.71

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.12 NA NA NA
2025 -0.23 8.35 5.53 2.96
2024 6.16 2.42 5.35 0.33
2023 2.79 3.94 -2.89 8.64
2022 -4.02 -9.89 -5.91 7.71
2021 3.74 5.43 -0.59 6.46

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.4917.4614.9412.72-12.3515.7610.8719.20-2.7015.128.60
% Total Return Rel to Index 0.15-0.75-10.07-13.525.85-12.91-7.52-12.281.68-6.67-3.33
% Total Return Rel to Peer 1.844.293.31-1.241.402.57-0.390.432.861.962.25
% Perf Quintile vs Peer* 1.001.002.004.002.002.003.003.001.002.002.00
% Dividends 0.110.440.720.400.400.400.400.540.520.400.44
% Yield 0.261.041.131.211.301.091.211.761.901.341.63
Capital Gains ($) 0.002.321.740.000.181.030.920.591.010.980.61
Expense Ratio 0.000.550.560.570.560.560.580.580.570.570.59

* 1 = Top 20%, 5 = Bottom 20%