American Funds American Balanced Fund®
Shareclass
American Funds American Balanced A (ABALX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund American Funds American Balanced Fund®
FUND COVERAGE
# of holdings202
% of assets60%
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
18 / 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 PLC0.18%$485.08M
- 2. Procter & Gamble Co0.09%$229.99M
- 3. Novo Nordisk AS ADR0.05%$121.25M
- 4. Bank of America Corp0.29%$773.2M
- 5. Rio Tinto PLC Ordinary Shares0.05%$131.46M
- 6. Welltower Inc0.47%$1.27B
- 7. Mondelez International Inc Class A0.14%$372.32M
- 8. Pernod Ricard SA0.04%$98.65M
- 9. Mastercard Inc Class A0.91%$2.43B
- 10. Citigroup Inc0.22%$588.7M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.15%$408.04M
- 2. FTAI Aviation Ltd0.15%$396.4M
- 3. Roblox Corp Ordinary Shares - Class A0.24%$642.59M
- 4. Strategy Inc 10% PRF PERPETUAL USD 100 - Ser A0.06%$150.72M
- 5. Strategy Inc VR PRF PERPETUAL USD 100 - Ser A0.06%$149.47M
- 6. Brookfield Corp Registered Shs -A- Limited Vtg0.34%$919.01M
- 7. Brown & Brown Inc0.21%$569.88M
- 8. Canadian Natural Resources Ltd0.47%$1.25B
- 9. Blackstone Inc0.22%$585.62M
- 10. Blue Owl Capital Inc Ordinary Shares - Class A0.19%$512.17M
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 Funds American Balanced Fund®
Totals
Holdings
Assets
Weight
Prisons
8
$21.88B
8.17%
Prisons high risk
1
$551.83M
0.21%
Private prisons
0
$0
0%
Borders
15
$27.01B
10%
Borders high risk
6
$3.74B
1.4%
Total
18
$27.46B
10%
Holdings — 18 flagged holdings
1.
Microsoft Corp
:$9.16B
3.42%
2.
Alphabet Inc Class C
:$4.77B
1.78%
3.
Amazon.com Inc
:$3.58B
1.34%
4.
Alphabet Inc Class A
:$3.36B
1.26%
5.
Salesforce Inc
:$1.03B
0.38%
6.
Northrop Grumman Corp
:$1.02B
0.38%
7.
RTX Corp
:$912.98M
0.34%
8.
L3Harris Technologies Inc
:$726.92M
0.27%
9.
Aramark
:$551.83M
0.21%
10.
Thermo Fisher Scientific Inc
:$510.62M
0.19%
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 Funds American Balanced Fund® ABALX
Environment
Social
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