RLEFX Mutual Fund

RLEFX Mutual Fund (American Balanced Fund Class R-5E) is managed by American Funds with $49.2M in net assets. RLEFX expense ratio is 0.39%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2015-11-20.

RLEFX performance shows a YTD return of 6.28%. The 1-year return is 11.18% and the 5-year return is 9.23%. RLEFX dividend yield stands at 2.12%, paid quarterly.

RLEFX 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 RLEFX holdings, RLEFX sectors, or RLEFX dividends.

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