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 (12), 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 | 1.56% | |||
| Dividend | CLBEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | CLBEX-NASDAQ | Click to Compare |
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| Cash | 3.44% | |||
| Stock | 60.99% | |||
| U.S. Stock | 50.19% | |||
| Non-U.S. Stock | 10.80% | |||
| Bond | 32.05% | |||
| U.S. Bond | 29.53% | |||
| Non-U.S. Bond | 2.52% | |||
| Preferred | 0.71% | |||
| Convertible | 0.04% | |||
| Other Net | 2.78% | |||
| Price History | CLBEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.49% | |||
| 30-Day Total Return | -1.83% | |||
| 60-Day Total Return | 0.05% | |||
| 90-Day Total Return | -1.68% | |||
| Year to Date Total Return | 7.76% | |||
| 1-Year Total Return | 11.66% | |||
| 2-Year Total Return | 28.31% | |||
| 3-Year Total Return | 56.53% | |||
| 5-Year Total Return | 51.38% | |||
| 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 | $40.03 | |||
| 1-Month Low NAV | $39.76 | |||
| 1-Month High NAV | $40.98 | |||
| 52-Week Low NAV | $36.20 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $41.19 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | CLBEX-NASDAQ | Click to Compare |
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| Beta | 0.68 | |||
| Standard Deviation | 9.31 | |||
| Balance Sheet | CLBEX-NASDAQ | Click to Compare |
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| Total Assets | 284.75B | |||
| 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 | 23.83% | |||
| Last Bear Market Total Return | -9.93% | |||