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%

Top Holdings

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Peer Comparison

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PRO
Peer outperformance: PRO
Category rank: PRO
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Peer Avg
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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. View all TAFBX holdings, sector breakdown, or dividend history.

TAFBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TAFBX alternatives are available via the screener, along with tax-loss harvesting opportunities.