American Balanced Fund Quote

CLBCX Fund  USD 33.83  0.02  0.06%   

Performance

16 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 33

 
100  
 
Zero
Below Average
American Balanced is trading at 33.83 as of the 29th of March 2024; that is 0.06 percent increase since the beginning of the trading day. The fund's open price was 33.81. American Balanced has about a 33 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for American Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. American Balanced is traded on NASDAQ Exchange in the United States. More on American Balanced Fund

Moving together with American Mutual Fund

  0.77FBONX American Funds AmericanPairCorr
  0.77FBAFX American Funds AmericanPairCorr
  0.77ABALX American BalancedPairCorr
  0.77BALCX American Balanced FundPairCorr
  0.77BALFX American Balanced FundPairCorr
  0.77RLBCX American Balanced FundPairCorr
  0.77RLBBX American Balanced FundPairCorr

American Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. American Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding American Balanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAllocation--50% to 70% Equity, American Funds, Large Blend, Allocation--50% to 70% Equity (View all Sectors)
Update Date31st of March 2024
American Balanced Fund [CLBCX] is traded in USA and was established 29th of March 2024. The fund is listed under Allocation--50% to 70% Equity category and is part of American Funds family. This fund currently has accumulated 135.34 B in assets under management (AUM) with no minimum investment requirementsAmerican Balanced Fund is currently producing year-to-date (YTD) return of 5.43% with the current yeild of 0.02%, while the total return for the last 3 years was 5.14%.
Check American Balanced Probability Of Bankruptcy

Instrument Allocation

Top American Balanced Fund Mutual Fund Constituents

DDDupont De NemoursStockMaterials
NKENike IncStockConsumer Discretionary
KOThe Coca ColaStockConsumer Staples
INTCIntelStockInformation Technology
AVGOBroadcomStockInformation Technology
UNHUnitedHealth Group IncorporatedStockHealth Care
PMPhilip Morris InternationalStockConsumer Staples
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American Balanced Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. American Balanced market risk premium is the additional return an investor will receive from holding American Balanced long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in American Balanced. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although American Balanced's alpha and beta are two of the key measurements used to evaluate American Balanced's performance over the market, the standard measures of volatility play an important role as well.

American Balanced Against Markets

Picking the right benchmark for American Balanced mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in American Balanced mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for American Balanced is critical whether you are bullish or bearish towards American Balanced Fund at a given time. Please also check how American Balanced's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in American Balanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy American Mutual Fund?

Before investing in American Balanced, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in American Balanced. To buy American Balanced fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of American Balanced. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase American Balanced fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located American Balanced Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased American Balanced Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as American Balanced Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in American Balanced Fund?

The danger of trading American Balanced Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of American Balanced is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than American Balanced. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile American Balanced Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Balanced Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the American Balanced Fund information on this page should be used as a complementary analysis to other American Balanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

Complementary Tools for American Mutual Fund analysis

When running American Balanced's price analysis, check to measure American Balanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American Balanced is operating at the current time. Most of American Balanced's value examination focuses on studying past and present price action to predict the probability of American Balanced's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Balanced's price. Additionally, you may evaluate how the addition of American Balanced to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between American Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if American Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.