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American Funds American Balanced Fund, Class F-1 Shs: (MF: BALFX)

(NASDAQ Mutual Funds) As of May 8, 2026 05:20 PM ET

$40.30 USD

+0.33 (0.83%)

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, 2026

Total Return %* Percentile Rank Objective
YTD -1.17 46
3 months -1.17 46
6 months 1.74 30
1 Year 16.34 13
3 Year 13.48 17
5 Year 7.97 12
10 Year 9.13 25

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 83.64
Bear Market (10/07 - 2/09) -36.96
Bull Market (2/09 - 3/21) 532.14

Load Adjusted Returns as of Mar 31, 2026

1 Year 16.33
5 Year 7.97
10 Year 9.13
Since Inception 10.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.17 NA NA NA
2025 -0.25 8.35 5.52 2.95
2024 6.15 2.38 5.37 0.29
2023 2.78 3.93 -2.87 8.59
2022 -4.04 -9.89 -5.96 7.71
2021 3.72 5.42 -0.60 6.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.1717.4214.8612.67-12.4115.7010.8319.10-2.7715.048.49
% Total Return Rel to Index 3.54-0.79-10.15-13.565.78-12.97-7.56-12.381.61-6.75-3.44
% Total Return Rel to Peer 1.414.243.23-1.281.332.51-0.430.332.791.882.14
% Perf Quintile vs Peer* 2.001.002.004.002.002.004.003.001.002.002.00
% Dividends 0.100.410.700.380.380.370.380.520.500.370.42
% Yield 0.000.991.081.151.251.031.171.711.831.271.57
Capital Gains ($) 0.002.321.740.000.181.030.920.591.010.980.61
Expense Ratio 0.000.610.610.620.620.620.620.640.640.650.66

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