BALCX Mutual Fund

BALCX Mutual Fund (American Balanced Fund Class C) is managed by American Funds with $49.2M in net assets. BALCX expense ratio is 1.30%, holding 3945 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2001-03-15.

BALCX performance shows a YTD return of 8.33%. The 1-year return is 16.31% and the 5-year return is 8.24%. BALCX dividend yield stands at 6.46%, paid quarterly.

BALCX top holdings include Capital Group Central Cash Fund (4.4%), Broadcom Inc (4.4%), Taiwan Semiconductor - Adr (3.0%), Capital Group Central Corporate Bond Fund Cl M (Ccbf Cl M) (2.6%), Micron Technology, Inc. (2.5%). Go to all BALCX holdings, BALCX sectors, or BALCX dividends.

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