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American Balanced Fund, Class C Shs: (MF: BALCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:31 PM ET

$36.82 USD

+0.03 (0.08%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.11 25
3 months 3.40 46
6 months 10.06 12
1 Year 18.40 11
3 Year 15.95 16
5 Year 9.29 14
10 Year 9.59 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 76.26
Bear Market (10/07 - 2/09) -37.64
Bull Market (2/09 - 3/21) 468.57

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.15
5 Year 7.35
10 Year 8.26
Since Inception 6.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.39 8.14 5.35 2.73
2024 5.98 2.22 5.17 0.11
2023 2.58 3.74 -3.06 9.65
2022 -4.20 -10.06 -6.09 7.85
2021 3.54 5.21 -0.78 6.28

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.1116.5914.0813.11-12.7514.8810.0518.27-3.4414.587.69
% Total Return Rel to Index 3.43-1.62-10.93-13.135.45-13.79-8.35-13.220.94-7.21-4.23
% Total Return Rel to Peer 1.313.412.45-0.841.001.69-1.22-0.492.121.431.34
% Perf Quintile vs Peer* 2.001.002.003.002.003.004.004.002.002.002.00
% Dividends 0.000.160.460.530.250.150.180.330.300.270.25
% Yield 0.380.391.210.450.850.430.571.101.130.930.93
Capital Gains ($) 0.002.321.740.000.171.030.910.591.010.980.61
Expense Ratio 0.001.301.311.321.311.311.321.341.361.371.38

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