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American Funds American Balanced 529C CLBCX

Analyst rating as of
NAV / 1-Day Return
32.29  /  0.58 %
Total Assets
217.2 Bil
Adj. Expense Ratio
1.390%
Expense Ratio
1.390%
Fee Level
Below Average
Longest Manager Tenure
23.06 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.40%
Turnover
176%
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Morningstar’s Analysis

Will CLBCX outperform in future?

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

Despite the loss of several veteran managers, this balanced fund has a lot to offer.

Senior Analyst

Summary

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A strong equity operation and an improved fixed-income effort remain after several manager retirements, supporting a Morningstar Analyst Rating of Silver for the 13 cheapest share classes of American Funds American Balanced. The other six are rated Bronze.

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