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, Health Care, Communication Services. Inception date: 2001-03-15.

BALCX performance shows a YTD return of 7.21%. The 1-year return is 16.86% and the 5-year return is 8.25%. BALCX dividend yield stands at 6.53%, paid quarterly.

BALCX 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 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.