American Balanced

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Note: The following information has not been updated by the vendor since 10/23/20.

Address:	PO BOX 2205
	Brea, CA 92822-2205
Phone # for sales:	800 421 0180 ext:23
Website:	www.americanfunds.com
Click link to request additional product information.

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: American Balanced

Symbol: ABALX

Portfolio contains these types of investments:

US Treasury Note 3.625% US Treasury Bond 8.875% US Treasury Note 6.5% - Allstate - US West May Dept Stores - Texaco - Phillips Petro - Sara Lee - American General

Minimum Investment: $500

1-Year Profit Projection: N/A

Brief fund description:

American Balanced Fund seeks capital preservation, current income, and long-term growth of capital and income. The fund normally invests in a broad range of equities, debt, and cash instruments. It typically maintains at least 50% of assets in equities and at least 25% in bonds. Fixed-income securities must be rated investment-grade at the time of purchase. The fund may invest up to 10% of assets in foreign securities. Management primarily seeks securities that it believes are undervalued and provide long-term opportunities.

Expenses TOP

Annual expense ratio: 0.66

Tax Efficiency: N/A

Load Type:

Front

Load Percentage: 5.75

Performance TOP

Performance 3 Months: 2.30

Performance Year to Date: 3.01

Performance 12 Months: -2.2

Performance 3 Years: 8.33

Performance 5 Years: 12.6

Additional Comments TOP

Fund Features:

N/A

Fund Strategy:

N/A

Fund | Expenses | Performance | Additional Comments

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