FBONX Mutual Fund

FBONX Mutual Fund (American Balanced Fund Class 529-F-3) is managed by American Funds with $49.2M in net assets. FBONX expense ratio is 0.30%, holding 3945 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2020-10-30.

FBONX performance shows a YTD return of 9.80%. The 1-year return is 17.49% and the 5-year return is 14.68%. FBONX dividend yield stands at 7.34%, paid quarterly.

FBONX 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 FBONX holdings, FBONX sectors, or FBONX dividends.

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