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, Health Care, Communication Services. Inception date: 2020-10-30.

FBONX performance shows a YTD return of 7.83%. The 1-year return is 18.05% and the 5-year return is 9.32%. FBONX dividend yield stands at 7.43%, paid quarterly.

FBONX 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 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.