A balanced approach to growth-and-income investing

An investment program designed for prudent investors

American Balanced Fund®

INCEPTION DATE
July 26, 1975

IMPLEMENTATION
Consider for a U.S. balanced allocation

OBJECTIVE
Seeks to provide conservation of capital, current income, and long-term growth of capital and income.

VEHICLE

American Balanced Fund

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An investment approach designed for prudent investors

A three-pronged approach

American Balanced Fund's approach offers balance by seeking a mix of high-quality stocks and bonds; diversification by investing in a wide variety of fixed income vehicles and equities; and consistency by seeking to deliver consistent results for both accumulation and withdrawal scenarios.

Identifying potential leaders across sectors and regions

Examples of top 20 equity holdings in the portfolio

Companies shown are among the top 20 holdings by weight in American Balanced Fund. Example 1: Microsoft — Sector: Information technology; Domicile: United States; Initiated current position: September 2000; Description: Engages in the development and support of software, services, devices and solutions. Example 2: Home Depot — Sector: Consumer discretionary Domicile: United States; Initiated current position: June 2004; Description: Engages in the sale of building materials and home improvement products. Example 3: Canadian Natural Resources — Sector: Energy; Domicile: Canada; Initiated current position: June 2020; Description: Engages in the exploration, development, marketing, and production of crude oil and natural gas.

Sources: Morningstar, FactSet, Capital Group. As of September 30, 2024.

Companies shown are among the top 20 equity holdings by weight in American Balanced Fund as of 9/30/24. (Broadcom, Microsoft, Alphabet, UnitedHealth Group, Meta Platforms, Philip Morris International, TSMC, Apple, Eli Lilly, Amazon, JPMorgan Chase, Vertex Pharmaceuticals, Mastercard, Home Depot, ASML, Constellation Energy, Transdigm, Nvidia, Canadian Natural Resources, Visa.)

American Balanced Fund

American Balanced Fund is offered in various share classes designed for retirement plans, nonprofits, and other institutional and individual investors.

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the prospectuses and/or summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
The return of principal for bond portfolios and for portfolios with significant underlying bond holdings is not guaranteed. Investments are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.
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Portfolios are managed, so holdings will change. Certain fixed income and/or cash and equivalents holdings may be held through mutual funds managed by the investment adviser or its affiliates that are not offered to the public.