American Funds American Balanced F-2
One Market - Steuart Tower Suite 1800 San Francisco CA 94105
Map
Phone: 800-325-3590
| Category: | Moderate Allocation | | Fund Family: | American Funds | | Net Assets: | 16.26M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 05-Aug-08 |
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Robert G. O'Donnell
Lead Manager since
01-Jan-86 | | | ODonnell is vice chairman of the board, senior vice president, director, and portfolio manager with Capital Research and Management Company, his employer since July 1975. Previously, ODonnell worked as a portfolio manager with American Express Investment Management Company. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks conservation of capital, current income and long-term growth of capital and income. The fund invests in a broad range of securities, including stocks, bonds and securities issued and guaranteed by the U.S. government. It normally maintains at least 50% of assets in common stocks and at least 25% of assets in debt securities, including money market securities. The fund may also hold cash or money market instruments. |
| Last Dividend
(15-Aug-08):
| 0.14 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 72.64% |
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| Expense | AMBFX | Category
Avg | | Total Expense Ratio: | %
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$128 | $623 | | 5 Yr Expense Projection*: |
$224 | $941 | | 10 Yr Expense Projection*: |
$505 | $1,840 |
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1.83% Nasdaq 0.00%
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