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American Balanced Fund Class F-2 Shs: (MF: AMBFX)

(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET

$34.12 USD

+0.09 (0.26%)

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 Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -0.18 42
3 months -0.18 42
6 months 0.20 11
1 Year 8.25 5
3 Year 5.91 15
5 Year 10.71 33
10 Year 8.06 13

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 462.36

Load Adjusted Returns as of Mar 31, 2025

1 Year 8.25
5 Year 10.70
10 Year 8.06
Since Inception 8.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.18 NA NA NA
2024 6.22 2.48 5.41 0.38
2023 2.85 3.96 -2.80 8.67
2022 -3.97 -9.82 -5.90 7.81
2021 3.83 5.46 -0.54 6.52
2020 -11.58 11.99 4.19 7.67

Annual Return

20252024202320222021202020192018201720162015
% Total Return -0.1815.2012.93-12.1516.0111.0919.44-2.5215.338.781.90
% Total Return Rel to Index 4.08-9.82-13.306.05-12.66-7.30-12.041.87-6.45-3.150.51
% Total Return Rel to Peer 0.333.57-1.021.602.82-0.170.683.052.182.434.23
% Perf Quintile vs Peer* 0.000.003.002.002.003.003.001.001.001.001.00
% Dividends 0.120.790.460.460.460.460.590.570.440.490.44
% Yield 0.352.112.261.531.301.431.982.131.531.861.74
Capital Gains ($) 0.001.740.000.181.030.920.591.010.980.610.93
Expense Ratio 0.000.350.360.360.360.360.380.380.390.390.39

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