American Mutual Fund Quote

RLBCX -  USA Fund  

USD 33.29  0.38  1.13%

American Balanced is trading at 33.29 as of the 30th of November 2021; that is -1.13 percent decrease since the beginning of the trading day. The fund's open price was 33.67. American Balanced has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for American Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of March 2021 and ending today, the 30th of November 2021. Click here to learn more.
Market Performance
0 of 100
Odds Of Distress
Less than 2
The investment seeks conservation of capital, current income and long-term growth of capital and income. American Balanced is traded on NASDAQ Exchange in the United States.. More on American Balanced

American Balanced 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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.
American Balanced is unlikely to experience financial distress in the next 2 years
The fund maintains about 11.18% of its assets in cash
Legal NameAmerican Balanced
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of American Balanced's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year0.93
Startdate2nd of July 2014
American Balanced [RLBCX] is traded in USA and was established 30th of November 2021. The fund is listed under Allocation--50% to 70% Equity category and is part of American Funds family. American Balanced at this time has accumulated 207.19 B in assets with minimum initial investment of 250. , while the total return for the last 3 years was 6.73%.
Check American Balanced Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Balanced , and the less return is expected.

Top American Balanced Constituents

American Balanced Target Price Odds Analysis

What are American Balanced's target price odds to finish over the current price? Based on a normal probability distribution, the odds of American Balanced jumping above the current price in 90 days from now is about 37.48%. The American Balanced probability density function shows the probability of American Balanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon American Balanced has a beta of 0.562 indicating as returns on the market go up, American Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding American Balanced will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0179, implying that it can generate a 0.0179 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 33.29HorizonTargetOdds Up 33.29 
61.82%90 days
 33.29 
37.48%
Based on a normal probability distribution, the odds of American Balanced to move above the current price in 90 days from now is about 37.48 (This American Balanced probability density function shows the probability of American Mutual Fund to fall within a particular range of prices over 90 days) .

American Balanced 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 at a given time.

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 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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Additionally, take a look at Your Equity Center. Note that the American Balanced 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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When running American Balanced 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 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 American Balanced value 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.