FBAFX Mutual Fund

FBAFX Mutual Fund (American Balanced Fund Class 529-F2) is managed by American Funds with $49.2M in net assets. FBAFX expense ratio is 0.33%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2020-10-30.

FBAFX performance shows a YTD return of 6.32%. The 1-year return is 11.23% and the 5-year return is 14.59%. FBAFX dividend yield stands at 4.02%, paid quarterly.

FBAFX 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 FBAFX holdings, FBAFX sectors, or FBAFX dividends.

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