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.
- NAV / 1-Day Return 29.91 / 0.17 %
- Total Assets 198.7 Bil
-
Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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
—
Federal National Mortgage Association 4.5%
1.17
2,293,837,450
Securitized