- What does BALFX invest in?
- The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.
- What is the expense ratio of BALFX?
- American Funds American Balanced F1 (BALFX) charges an expense ratio of 0.61%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BALFX?
- American Funds American Balanced F1 (BALFX) 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 BALFX actively managed or an index fund?
- BALFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BALFX launched?
- American Funds American Balanced F1 (BALFX) launched in March 2001 and is managed by Capital Group.
- How has BALFX performed?
- BALFX'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.
