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 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2002-05-29.

RLBAX performance shows a YTD return of 7.18%. The 1-year return is 16.82% and the 5-year return is 8.26%. RLBAX dividend yield stands at 6.51%, paid quarterly.

RLBAX 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 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.