American Balanced Fund - American Funds/Capital Group
Shareclass
American Balanced Fund Class R-4 (RLBEX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund American Balanced Fund - American Funds/Capital Group
FUND COVERAGE
# of holdings198
% of assets61%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC0.22%$594.12M
- 2. Procter & Gamble Co/The0.08%$214.52M
- 3. Novo Nordisk A/S0.04%$111.17M
- 4. Bank of America Corp0.37%$1.02B
- 5. Rio Tinto PLC0.06%$159.57M
- 6. Welltower Inc0.43%$1.18B
- 7. Mondelez International Inc0.12%$320.83M
- 8. Pernod Ricard SA0.03%$86.1M
- 9. Mastercard Inc0.83%$2.26B
- 10. Citigroup Inc0.24%$662.22M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc0.16%$441.97M
- 2. FTAI Aviation Ltd0.22%$589.94M
- 3. ROBLOX Corp0.14%$375.89M
- 4. Brookfield Corp0.34%$922.42M
- 5. Brown & Brown Inc0.18%$484.27M
- 6. Canadian Natural Resources Ltd0.48%$1.32B
- 7. Blackstone Inc0.18%$505.22M
- 8. Blue Owl Capital Inc0.17%$475.87M
- 9. Nucor Corp0.08%$215.1M
- 10. Charter Communications Inc0.09%$259.92M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund American Balanced Fund - American Funds/Capital Group
Totals
Holdings
Assets
Weight
Prisons
11.0
$24.86B
9.08%
Prisons high risk
2.0
$1.23B
0.45%
Private prisons
0.0
$0
0%
Borders
16.0
$30.02B
11%
Borders high risk
6.0
$3.81B
1.39%
Total
19.0
$30.53B
11%
Holdings — 19 flagged holdings
1.
Microsoft Corp
:$8.62B
3.15%
2.
Alphabet Inc
:$6.04B
2.2%
3.
Alphabet Inc
:$4.33B
1.58%
4.
Amazon.com Inc
:$3.24B
1.18%
5.
Salesforce Inc
:$1.34B
0.49%
6.
Ingersoll Rand Inc
:$1.22B
0.45%
7.
Northrop Grumman Corp
:$1.06B
0.39%
8.
RTX Corp
:$1B
0.37%
9.
L3Harris Technologies Inc
:$698.74M
0.26%
10.
Thermo Fisher Scientific Inc
:$610.04M
0.22%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Balanced Fund - American Funds/Capital Group RLBEX
Environment
Social
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