American Funds American Balanced Fund® Class 529-E
CLBEX
NASDAQ
| Weiss Ratings | CLBEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | CLBEX-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 | CLBEX-NASDAQ | Click to Compare |
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| Fund Name | American Funds American Balanced Fund® Class 529-E | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Mar 05, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CLBEX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.64% | |||
| Dividend | CLBEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.53% | |||
| Asset Allocation | CLBEX-NASDAQ | Click to Compare |
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| 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 | CLBEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.24% | |||
| 30-Day Total Return | -4.47% | |||
| 60-Day Total Return | -3.27% | |||
| 90-Day Total Return | -0.76% | |||
| Year to Date Total Return | -0.76% | |||
| 1-Year Total Return | 16.85% | |||
| 2-Year Total Return | 27.59% | |||
| 3-Year Total Return | 48.74% | |||
| 5-Year Total Return | 47.79% | |||
| Price | CLBEX-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 | CLBEX-NASDAQ | Click to Compare |
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| Nav | $37.01 | |||
| 1-Month Low NAV | $36.20 | |||
| 1-Month High NAV | $38.83 | |||
| 52-Week Low NAV | $31.76 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $40.10 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CLBEX-NASDAQ | Click to Compare |
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| Beta | 0.64 | |||
| Standard Deviation | 7.88 | |||
| Balance Sheet | CLBEX-NASDAQ | Click to Compare |
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| Total Assets | 278.96B | |||
| Operating Ratios | CLBEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.82% | |||
| Turnover Ratio | 50.00% | |||
| Performance | CLBEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.29% | |||
| Last Bear Market Total Return | -9.93% | |||