Back to top
more

American Balanced Fund Class R-5 Shs: (MF: RLBFX)

(NASDAQ Mutual Funds) As of Jun 5, 2025 08:00 PM ET

$35.83 USD

-0.04 (-0.11%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2025

Total Return %* Percentile Rank Objective
YTD -0.43 40
3 months -3.24 43
6 months 1.05 23
1 Year 11.63 5
3 Year 7.89 25
5 Year 9.05 31
10 Year 7.97 13

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -36.78
Bull Market (2/09 - 3/21) 467.40

Load Adjusted Returns as of Apr 30, 2025

1 Year 8.29
5 Year 10.76
10 Year 8.12
Since Inception 8.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.16 NA NA NA
2024 6.25 2.46 5.44 0.39
2023 2.85 3.97 -2.79 8.70
2022 -3.95 -9.82 -5.87 7.81
2021 3.83 5.49 -0.52 6.52
2020 -11.54 11.98 4.19 7.71

Annual Return

20252024202320222021202020192018201720162015
% Total Return -0.4315.2613.00-12.1016.0711.1719.47-2.4615.418.861.95
% Total Return Rel to Index 4.48-9.76-13.236.09-12.60-7.22-12.011.92-6.37-3.070.56
% Total Return Rel to Peer 0.383.62-0.951.642.89-0.090.713.102.262.514.28
% Perf Quintile vs Peer* 0.000.003.002.002.003.003.001.001.001.001.00
% Dividends 0.130.810.480.470.480.470.610.580.460.500.46
% Yield 0.362.132.281.561.321.452.002.141.561.861.76
Capital Gains ($) 0.001.740.000.181.030.920.591.010.980.610.93
Expense Ratio 0.000.300.300.300.300.300.320.330.330.340.34

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