AFMBX Mutual Fund

AFMBX Mutual Fund (American Balanced Fund Class F3) is managed by American Funds with $49.2M in net assets. AFMBX expense ratio is 0.25%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2017-01-27.

AFMBX performance shows a YTD return of 7.86%. The 1-year return is 18.11% and the 5-year return is 9.37%. AFMBX dividend yield stands at 7.48%, paid quarterly.

AFMBX top holdings include Capital Group Central Cash Fund (6.8%), Broadcom Inc (3.4%), Capital Group Central Corporate Bond Fund (2.8%), Taiwan Semiconductor - Adr (2.3%), Philip Morris International Inc. (2.2%). Go to all AFMBX holdings, AFMBX sectors, or AFMBX dividends.

AFMBX can be compared against other funds. Use AFMBX overlap to find shared positions, or AFMBX vs another fund for a side-by-side view. AFMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.