FBAFX Mutual Fund

FBAFX Mutual Fund (American Balanced Fund Class 529-F2) is managed by American Funds with $49.2M in net assets. FBAFX expense ratio is 0.34%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2020-10-30.

FBAFX performance shows a YTD return of 7.79%. The 1-year return is 17.97% and the 5-year return is 9.28%. FBAFX dividend yield stands at 7.39%, paid quarterly.

FBAFX 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 FBAFX holdings, FBAFX sectors, or FBAFX dividends.

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