American Balanced Fund Class F-2 Shs

Frequently Asked Questions About AMBFX

What does AMBFX invest in?

This fund employs a diversified, balanced investment strategy, allocating its capital across a wide array of assets. Its primary holdings include common equities and high-quality fixed-income instruments. The portfolio also incorporates debt securities issued and fully guaranteed by the U.S. government, federal agencies, and related instrumentalities. Furthermore, the fund may dedicate a portion of its assets to international stocks, often focusing on those with a consistent dividend payment history, as well as foreign bonds and other securities from issuers based outside the United States.

What is the expense ratio of AMBFX?

American Balanced Fund Class F-2 Shs (AMBFX) charges an expense ratio of 0.35%. This is the annual fee deducted from fund assets to cover management and operations.

How big is AMBFX?

American Balanced Fund Class F-2 Shs (AMBFX) manages $288.09B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is AMBFX actively managed or an index fund?

AMBFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was AMBFX launched?

American Balanced Fund Class F-2 Shs (AMBFX) launched in August 2008 and is managed by the fund issuer.

How has AMBFX performed?

AMBFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.