American Funds American Balanced Fund® Class 529-C
CLBCX
NASDAQ
| Weiss Ratings | CLBCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CLBCX-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 | CLBCX-NASDAQ | Click to Compare |
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| Fund Name | American Funds American Balanced Fund® Class 529-C | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Feb 19, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | CLBCX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.02% | |||
| Dividend | CLBCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | CLBCX-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 | CLBCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.27% | |||
| 30-Day Total Return | 0.96% | |||
| 60-Day Total Return | 1.79% | |||
| 90-Day Total Return | 6.02% | |||
| Year to Date Total Return | 16.38% | |||
| 1-Year Total Return | 14.45% | |||
| 2-Year Total Return | 37.86% | |||
| 3-Year Total Return | 45.35% | |||
| 5-Year Total Return | 52.62% | |||
| Price | CLBCX-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 | CLBCX-NASDAQ | Click to Compare |
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| Nav | $39.60 | |||
| 1-Month Low NAV | $38.40 | |||
| 1-Month High NAV | $39.92 | |||
| 52-Week Low NAV | $31.83 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $39.92 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | CLBCX-NASDAQ | Click to Compare |
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| Beta | 0.66 | |||
| Standard Deviation | 8.74 | |||
| Balance Sheet | CLBCX-NASDAQ | Click to Compare |
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| Total Assets | 271.09B | |||
| Operating Ratios | CLBCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.35% | |||
| Turnover Ratio | 44.00% | |||
| Performance | CLBCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.98% | |||
| Last Bear Market Total Return | -10.07% | |||