American Funds American Balanced Fund® Class 529-A
CLBAX
NASDAQ
| Weiss Ratings | CLBAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | CLBAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.87% | |||
| Dividend | CLBAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.53% | |||
| Asset Allocation | CLBAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.24% | |||
| Stock | 65.31% | |||
| U.S. Stock | 54.93% | |||
| Non-U.S. Stock | 10.38% | |||
| Bond | 28.33% | |||
| U.S. Bond | 26.05% | |||
| Non-U.S. Bond | 2.28% | |||
| Preferred | 0.61% | |||
| Convertible | 0.00% | |||
| Other Net | 2.51% | |||
| Price History | CLBAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.24% | |||
| 30-Day Total Return | -4.46% | |||
| 60-Day Total Return | -3.24% | |||
| 90-Day Total Return | -0.70% | |||
| Year to Date Total Return | -0.70% | |||
| 1-Year Total Return | 17.14% | |||
| 2-Year Total Return | 28.21% | |||
| 3-Year Total Return | 49.84% | |||
| 5-Year Total Return | 49.60% | |||
| Price | CLBAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $37.03 | |||
| 1-Month Low NAV | $36.22 | |||
| 1-Month High NAV | $38.87 | |||
| 52-Week Low NAV | $31.78 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $40.15 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CLBAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.64 | |||
| Standard Deviation | 7.88 | |||
| Balance Sheet | CLBAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 278.96B | |||
| Operating Ratios | CLBAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.58% | |||
| Turnover Ratio | 50.00% | |||
| Performance | CLBAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.48% | |||
| Last Bear Market Total Return | -9.90% | |||