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Morningstar

American Funds American Balanced 529C CLBCX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 29.91  /  0.89 %
  • Total Assets 201.4 Bil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.360%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 0.83%
  • Turnover 158%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis CLBCX

Will CLBCX 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 CLBCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CLBCX 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 CLBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Two Newly Disclosed Managers Don't Alter the Appeal of American Funds American Balanced

Senior Analyst

Analyst Note

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