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Fund |
| Fund name: American Balanced
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| Symbol: ABALX
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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
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| Minimum Investment: $500
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| 1-Year Profit Projection: N/A
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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.
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Expenses
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| Annual expense ratio: 0.66
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: 5.75
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Performance
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| Performance 3 Months: 2.30
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| Performance Year to Date: 3.01
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| Performance 12 Months: -2.2
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| Performance 3 Years: 8.33
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| Performance 5 Years: 12.6
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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