American Funds American Balanced Fund® Class 529-A
CLBAX
NASDAQ
| Weiss Ratings | CLBAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | CLBAX-NASDAQ | Click to Compare |
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| Provider | Capital Group | |||
| Manager/Tenure (Years) | Hilda L. Applbaum (26), Alan Berro (19), Paul R. Benjamin (11), 9 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | CLBAX-NASDAQ | Click to Compare |
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| Fund Name | American Funds American Balanced Fund® Class 529-A | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Feb 15, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.04 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CLBAX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.70% | |||
| Dividend | CLBAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | CLBAX-NASDAQ | Click to Compare |
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| Cash | 4.26% | |||
| Stock | 64.44% | |||
| U.S. Stock | 54.89% | |||
| Non-U.S. Stock | 9.55% | |||
| Bond | 28.22% | |||
| U.S. Bond | 25.11% | |||
| Non-U.S. Bond | 3.11% | |||
| Preferred | 0.52% | |||
| Convertible | 0.01% | |||
| Other Net | 2.54% | |||
| Price History | CLBAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.30% | |||
| 30-Day Total Return | 1.04% | |||
| 60-Day Total Return | 1.93% | |||
| 90-Day Total Return | 6.24% | |||
| Year to Date Total Return | 17.24% | |||
| 1-Year Total Return | 15.36% | |||
| 2-Year Total Return | 39.98% | |||
| 3-Year Total Return | 48.72% | |||
| 5-Year Total Return | 58.56% | |||
| Price | CLBAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CLBAX-NASDAQ | Click to Compare |
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| Nav | $39.59 | |||
| 1-Month Low NAV | $38.38 | |||
| 1-Month High NAV | $39.90 | |||
| 52-Week Low NAV | $31.78 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $39.90 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | CLBAX-NASDAQ | Click to Compare |
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| Beta | 0.66 | |||
| Standard Deviation | 8.74 | |||
| Balance Sheet | CLBAX-NASDAQ | Click to Compare |
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| Total Assets | 271.09B | |||
| Operating Ratios | CLBAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.58% | |||
| Turnover Ratio | 44.00% | |||
| Performance | CLBAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.48% | |||
| Last Bear Market Total Return | -9.90% | |||