American Funds American Balanced Fund® Class 529-E
CLBEX
NASDAQ
| Weiss Ratings | CLBEX-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 | CLBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CLBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.48% | |||
| Dividend | CLBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | CLBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CLBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.28% | |||
| 30-Day Total Return | 1.02% | |||
| 60-Day Total Return | 1.88% | |||
| 90-Day Total Return | 6.16% | |||
| Year to Date Total Return | 16.96% | |||
| 1-Year Total Return | 15.05% | |||
| 2-Year Total Return | 39.30% | |||
| 3-Year Total Return | 47.61% | |||
| 5-Year Total Return | 56.64% | |||
| Price | CLBEX-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 | CLBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $39.55 | |||
| 1-Month Low NAV | $38.34 | |||
| 1-Month High NAV | $39.86 | |||
| 52-Week Low NAV | $31.76 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $39.86 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | CLBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.66 | |||
| Standard Deviation | 8.73 | |||
| Balance Sheet | CLBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 271.09B | |||
| Operating Ratios | CLBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.83% | |||
| Turnover Ratio | 44.00% | |||
| Performance | CLBEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.29% | |||
| Last Bear Market Total Return | -9.93% | |||