RLBAX Mutual Fund

RLBAX Mutual Fund (American Balanced Fund Class R1) is managed by American Funds with $49.2M in net assets. RLBAX expense ratio is 1.31%, holding 4020 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2002-05-29.

RLBAX performance shows a YTD return of 6.68%. The 1-year return is 9.52% and the 5-year return is 7.78%. RLBAX dividend yield stands at 1.19%, paid quarterly.

RLBAX top holdings include Capital Group Central Cash Fund (4.9%), Broadcom Inc (4.2%), Capital Group Central Corporate Bond Fund Cl M (Ccbf Cl M) (2.6%), Microsoft Corp (2.5%), Philip Morris International Inc. (2.4%). Go to all RLBAX holdings, RLBAX sectors, or RLBAX dividends.

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