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American Balanced Fund Class R-2 Shs: (MF: RLBBX)

(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET

$36.12 USD

+0.27 (0.75%)

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, 2025

Total Return %* Percentile Rank Objective
YTD 3.07 32
3 months 0.55 38
6 months 1.55 19
1 Year 11.51 8
3 Year 7.59 50
5 Year 8.18 54
10 Year 7.24 36

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 76.42
Bear Market (10/07 - 2/09) -37.62
Bull Market (2/09 - 3/21) 381.13

Load Adjusted Returns as of May 31, 2025

1 Year 7.17
5 Year 9.63
10 Year 7.01
Since Inception 9.43

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.43 NA NA NA
2024 5.98 2.22 5.14 0.14
2023 2.58 3.71 -3.03 8.40
2022 -4.22 -10.06 -6.09 7.53
2021 3.53 5.21 -0.78 6.27
2020 -11.81 11.73 3.92 7.47

Annual Return

20252024202320222021202020192018201720162015
% Total Return 3.0714.0711.82-13.0114.8610.0518.24-3.4614.227.720.95
% Total Return Rel to Index 2.00-10.94-14.425.18-13.82-8.34-13.240.92-7.57-4.20-0.43
% Total Return Rel to Peer 0.792.44-2.130.731.67-1.22-0.522.101.061.373.28
% Perf Quintile vs Peer* 0.000.004.002.003.004.004.002.003.002.001.00
% Dividends 0.040.450.170.160.150.180.330.300.180.250.21
% Yield 0.111.201.270.540.410.561.081.110.630.930.83
Capital Gains ($) 0.001.740.000.181.030.920.591.010.980.610.93
Expense Ratio 0.001.321.331.341.331.341.361.371.371.371.32

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