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American Balanced Fund - Class R2e: (MF: RAMHX)

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

$36.93 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 4.13 24
3 months 3.46 44
6 months 10.20 10
1 Year 18.68 9
3 Year 15.81 17
5 Year 9.27 14
10 Year 9.69 32

* 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) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.91
5 Year 8.55
10 Year 8.97
Since Inception 8.23

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.35 8.22 5.43 2.82
2024 6.04 2.29 5.23 0.21
2023 2.64 3.80 -2.99 8.48
2022 -4.14 -10.00 -6.05 7.62
2021 3.63 5.30 -0.71 6.33

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.1316.9114.3912.14-12.7615.2110.3618.59-3.1914.537.93
% Total Return Rel to Index 1.12-1.30-10.62-14.105.43-13.46-8.04-12.891.19-7.26-4.00
% Total Return Rel to Peer 0.893.732.76-1.810.982.02-0.91-0.172.371.381.58
% Perf Quintile vs Peer* 2.001.000.004.002.002.004.004.002.002.002.00
% Dividends 0.000.260.550.250.240.240.260.410.380.280.28
% Yield 0.000.621.470.730.820.670.821.361.420.951.08
Capital Gains ($) 0.002.321.740.000.181.030.920.591.010.980.61
Expense Ratio 0.001.041.041.051.061.051.051.071.081.081.08

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