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American Funds American Balanced 529F CLBFX

Analyst rating as of
NAV / 1-Day Return
29.39  /  0.14 %
Total Assets
196.3 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Below Average
Longest Manager Tenure
23.90 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.50%
Turnover
158%

Morningstar’s Fund Analysis CLBFX

Will CLBFX outperform in future?

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

Despite manager turnover in recent years, this balanced fund has a lot to offer.

Senior Analyst

Summary

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A strong equity operation and a compelling fixed-income effort support a continued Morningstar Analyst Rating of Silver for the 13 cheapest share classes of American Funds American Balanced. The other six share classes are still rated Bronze.

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