ABALX (American Funds Bal;A)
Net Asset Value: 19.25 1-Day Return: 0.03 (0.16%) YTD Return as of 2/9/12:Up 5.71%

Classification: Mixed-Asset Target Allocation Growth   Objective: Balanced   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 5.71 5.91 15.39 3.33 5.65
Classification 6.59 1.92 15.04 1.61 4.77
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)736401324

Fund Stats

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Investment Objective:Balanced
Net Assets ($Mil)31,812.50
Inception Date:7/25/75
Manager Name, TenureTeam Managed, NA
Expense Ratio: 0.63%
Sales Charge:
Load Type:
  
Front-End Load
5.75%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Chevron Corp Ord CVX 2.84
Wells Fargo & Co Ord WFC 2.10
Union Pacific Corp Ord UNP 1.97
Amazon.com Inc Ord AMZN 1.95
Philip Morris International Inc Ord PM 1.83
Royal Dutch Shell Plc Dr RDS.B 1.82
Home Depot Inc Ord HD 1.70
Goldman Sachs Group Inc Ord GS 1.70
Merck & Co Inc Ord MRK 1.66
American Express Co Ord AXP 1.59
% of Total Holdings 19.16

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