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American Funds American Balanced 529A CLBAX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 29.91  /  0.17 %
  • Total Assets 198.7 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.59%
  • Turnover 52%

Morningstar’s Analysis CLBAX

Will CLBAX outperform in future?

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

Solid all around.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Ably managed equity and fixed-income portfolios form an appealing whole, supporting a continued Morningstar Analyst Rating of Silver for the 12 cheapest share classes of American Funds American Balanced. The other seven share classes are rated Bronze.

Rated on Published on

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Portfolio Holdings CLBAX

  • Current Portfolio Date
  • Equity Holdings 199
  • Bond Holdings 1879
  • Other Holdings 13
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

8.05
15,801,477,413
Cash and Equivalents

Cap Grp Cent Fd Ser Ii

4.31
8,452,614,838
3.98
7,814,106,264
Technology
2.86
5,605,150,377
Technology
2.10
4,114,789,618
Healthcare
2.01
3,953,176,323
Consumer Defensive
1.38
2,705,273,258
Consumer Cyclical
1.18
2,309,639,040
Healthcare

Federal National Mortgage Association 4.5%

1.17
2,293,837,450
Securitized
1.10
2,159,425,320
Communication Services