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American Balanced Fund Class R-4 Shs: (MF: RLBEX)

(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET

$36.81 USD

+0.05 (0.14%)

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 Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 8.07 9
3 months 8.33 12
6 months 8.07 9
1 Year 14.23 4
3 Year 12.34 34
5 Year 9.72 28
10 Year 8.70 17

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 83.27
Bear Market (10/07 - 2/09) -37.01
Bull Market (2/09 - 3/21) 468.21

Load Adjusted Returns as of Jun 30, 2025

1 Year 14.23
5 Year 9.71
10 Year 8.71
Since Inception 10.35

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.24 8.33 NA NA
2024 6.16 2.39 5.35 0.32
2023 2.78 3.90 -2.87 8.61
2022 -4.04 -9.89 -5.93 7.72
2021 3.73 5.40 -0.59 6.46
2020 -11.62 11.94 4.09 7.66

Annual Return

20252024202320222021202020192018201720162015
% Total Return 8.0714.9012.67-12.3815.7110.8719.14-2.7715.078.481.65
% Total Return Rel to Index 1.86-10.11-13.575.82-12.96-7.53-12.341.62-6.71-3.450.26
% Total Return Rel to Peer 2.353.27-1.281.372.53-0.400.382.791.922.133.98
% Perf Quintile vs Peer* 0.000.004.002.002.003.003.001.002.002.001.00
% Dividends 0.210.700.390.380.370.390.530.500.380.430.38
% Yield 0.541.851.981.261.031.191.731.841.281.601.48
Capital Gains ($) 0.191.740.000.181.030.920.591.010.980.610.93
Expense Ratio 0.000.600.600.600.600.600.620.630.630.640.63

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