RLBFX Mutual Fund

RLBFX Mutual Fund (American Balanced Fund Class R5) is managed by American Funds with $49.2M in net assets. RLBFX expense ratio is 0.29%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2002-05-15.

RLBFX performance shows a YTD return of 7.82%. The 1-year return is 18.01% and the 5-year return is 9.32%. RLBFX dividend yield stands at 7.41%, paid quarterly.

RLBFX 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 RLBFX holdings, RLBFX sectors, or RLBFX dividends.

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