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, Financials, Health Care. Inception date: 2020-10-30.

FBAFX performance shows a YTD return of 9.74%. The 1-year return is 17.44% and the 5-year return is 14.59%. FBAFX dividend yield stands at 7.31%, paid quarterly.

FBAFX 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 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.