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 (27), Alan Berro (20), Paul R. Benjamin (11), 8 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 | 1.84% | |||
| Dividend | CLBAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.24% | |||
| Asset Allocation | CLBAX-NASDAQ | Click to Compare |
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| Cash | 6.15% | |||
| Stock | 58.07% | |||
| U.S. Stock | 47.58% | |||
| Non-U.S. Stock | 10.49% | |||
| Bond | 32.43% | |||
| U.S. Bond | 29.91% | |||
| Non-U.S. Bond | 2.52% | |||
| Preferred | 0.54% | |||
| Convertible | 0.00% | |||
| Other Net | 2.81% | |||
| Price History | CLBAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.36% | |||
| 30-Day Total Return | 4.27% | |||
| 60-Day Total Return | 12.37% | |||
| 90-Day Total Return | 4.86% | |||
| Year to Date Total Return | 9.29% | |||
| 1-Year Total Return | 25.28% | |||
| 2-Year Total Return | 41.33% | |||
| 3-Year Total Return | 63.59% | |||
| 5-Year Total Return | 58.52% | |||
| 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 | $40.76 | |||
| 1-Month Low NAV | $39.07 | |||
| 1-Month High NAV | $40.76 | |||
| 52-Week Low NAV | $35.29 | |||
| 52-Week Low NAV (Date) | May 29, 2025 | |||
| 52-Week High NAV | $40.76 | |||
| 52-Week High Price (Date) | May 28, 2026 | |||
| Beta / Standard Deviation | CLBAX-NASDAQ | Click to Compare |
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| Beta | 0.68 | |||
| Standard Deviation | 9.37 | |||
| Balance Sheet | CLBAX-NASDAQ | Click to Compare |
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| Total Assets | 278.87B | |||
| Operating Ratios | CLBAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.58% | |||
| Turnover Ratio | 50.00% | |||
| Performance | CLBAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.08% | |||
| Last Bear Market Total Return | -9.90% | |||