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Morningstar

American Funds Moderate Gr & Inc 529-E CBAEX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 17.04  /  −0.81 %
  • Total Assets 13.5 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield —
  • Turnover 9%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 10:17 PM GMT+0

Morningstar’s Analysis CBAEX

Will CBAEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBAEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBAEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CBAEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A standout on multiple fronts.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

The American Funds Growth and Income series’ objectives-based approach, exceptional underlying funds, and well-resourced management team make it a strong option for investors seeking a mix of growth and income. The series’ three portfolios (Growth and Income, Moderate Growth and Income, and Conservative Growth and Income) are available as model portfolios, separate accounts, and mutual funds.

by Adam Millson
Rated on Published on

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Portfolio Holdings CBAEX

More CBAEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds American Balanced R6

24.64 3.4 Bil
—

American Funds Washington Mutual R6

14.88 2.0 Bil
—

American Funds Global Balanced R6

14.58 2.0 Bil
—

American Funds Capital World Gr&Inc R6

9.94 1.4 Bil
—

American Funds Income Fund of Amer R6

9.67 1.3 Bil
—

American Funds New Perspective R6

5.09 700.8 Mil
—

American Funds SMALLCAP World R6

4.91 676.1 Mil
—

American Funds Multi-Sector Income R-6

4.76 655.4 Mil
—

American Funds Strategic Bond R-6

4.71 648.2 Mil
—

American Funds Bond Fund of Amer R6

4.68 645.2 Mil
—