INTRUST Bank, NA


American Funds American Balanced R5

Fund Basics
Name
American Funds American Balanced R5
Category
Allocation--50% to 70% Equity
Benchmark
Morningstar Moderate Target Risk TR USD
Objective
Balanced
Inception date
5/15/2002
Fund type
Hybrid
Fund family
American Funds
Fund company web site
www.americanfunds.com
Registration company
American Balanced Fund Inc
Investment strategy
The investment seeks conservation of capital, current income and long-term growth of capital and income. The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.
Performance
  1 Year Return 5 Year Return 10 Year Return Since Inception Return
Fund 3.79 7.62 12.78
Benchmark 2.45 5.21 10.00
Data as of
2/28/2019
Month end price
$26.49
Turnover ratio
72.00
Fees And Expenses
  As a percent Per $1,000
Prospectus Net Expense Ratio 0.33% $3.30
Prospectus Gross Expense Ratio 0.33% $3.30
Expense summary
None.
Restrictions
None.