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 6.39%. The 1-year return is 11.33% and the 5-year return is 9.40%. AFMBX dividend yield stands at 2.26%, paid quarterly.

AFMBX top holdings include Capital Group Central Cash Fund (4.9%), Broadcom Inc (4.2%), Capital Group Central Corporate Bond Fund Cl M (Ccbf Cl M) (2.6%), Microsoft Corp (2.5%), Philip Morris International Inc. (2.4%). 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.