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

(NASDAQ Mutual Funds) As of Oct 30, 2026 05:27 PM ET

$40.10 USD

-0.31 (-0.77%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.86 28
3 months -2.89 93
6 months 8.09 41
1 Year 9.99 22
3 Year 16.13 16
5 Year 8.67 13
10 Year 9.49 24

* 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) 576.61

Load Adjusted Returns as of Sep 30, 2026

1 Year 9.99
5 Year 8.66
10 Year 9.49
Since Inception 10.41

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.14 11.32 -2.89 NA
2025 -0.24 8.33 5.56 2.93
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.8617.4214.9012.67-12.3815.7110.8719.14-2.7715.078.48
% Total Return Rel to Index -5.88-0.79-10.11-13.575.82-12.96-7.53-12.341.62-6.71-3.45
% Total Return Rel to Peer 1.194.243.27-1.281.372.53-0.400.382.791.922.13
% Perf Quintile vs Peer* 2.001.002.004.002.002.003.003.001.002.002.00
% Dividends 0.310.420.700.390.380.370.390.530.500.380.43
% Yield 0.941.001.851.161.261.031.191.731.841.281.60
Capital Gains ($) 0.002.321.740.000.181.030.920.591.010.980.61
Expense Ratio 0.600.600.600.600.600.600.600.620.630.630.64

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