BALCX Mutual Fund

BALCX Mutual Fund (American Balanced Fund Class C) is managed by American Funds with $7.70B in net assets. BALCX expense ratio is 1.31%, holding 4020 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2001-03-15.

BALCX performance shows a YTD return of 6.68%. The 1-year return is 9.51% and the 5-year return is 7.83%. BALCX dividend yield stands at 1.21%, paid quarterly.

BALCX 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 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.