BALFX Mutual Fund

BALFX Mutual Fund (American Balanced Fund Class F1) is managed by American Funds with $49.2M in net assets. BALFX expense ratio is 0.61%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2001-03-15.

BALFX performance shows a YTD return of 7.62%. The 1-year return is 17.68% and the 5-year return is 8.99%. BALFX dividend yield stands at 7.14%, paid quarterly.

BALFX 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 BALFX holdings, BALFX sectors, or BALFX dividends.

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