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

(NASDAQ Mutual Funds) As of Jul 9, 2026 05:53 PM ET

$40.78 USD

+0.18 (0.44%)

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 9.57 11
3 months 5.08 22
6 months 8.93 19
1 Year 24.63 9
3 Year 17.49 8
5 Year 9.45 8
10 Year 10.35 14

* 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) 604.88

Load Adjusted Returns as of May 31, 2026

1 Year 16.62
5 Year 8.25
10 Year 9.42
Since Inception 8.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.08 NA NA NA
2025 -0.18 8.38 5.61 2.99
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.5717.6815.2012.93-12.1516.0111.0919.44-2.5215.338.78
% Total Return Rel to Index 0.23-0.53-9.82-13.306.05-12.66-7.30-12.041.87-6.45-3.15
% Total Return Rel to Peer 1.924.513.57-1.021.602.82-0.170.683.052.182.43
% Perf Quintile vs Peer* 1.001.001.004.002.002.003.003.001.002.001.00
% Dividends 0.120.510.790.460.460.460.460.590.570.440.49
% Yield 0.301.241.341.441.531.301.431.982.131.531.86
Capital Gains ($) 0.002.321.740.000.181.030.920.591.010.980.61
Expense Ratio 0.000.350.350.360.360.360.360.380.380.390.39

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