TAFBX Mutual Fund

TAFBX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.60%
Dividend Yield (Current)
-
Holdings
3,945
Inception Date
Jul 25, 1975
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

Asset Allocation

Stocks: 59.34%
Bonds: 30.82%
Cash: 6.93%
Other: 2.91%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TAFBX Mutual Fund Overview

TAFBX Mutual Fund (American Balanced Fund Class 529-T) is managed by American Funds. TAFBX expense ratio is 0.60%, holding 3945 positions across various sectors. Inception date: 1975-07-25.

TAFBX performance shows data across multiple time periods..

TAFBX top holdings include a diversified portfolio. Go to all TAFBX holdings, TAFBX sectors, or TAFBX dividends.

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