CBAAX Mutual Fund
CBAAX Mutual Fund
CBAAX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class 529-A
CBAAX Mutual Fund Overview
CBAAX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class 529-A) is managed by American Funds. CBAAX expense ratio is 0.68%, holding 13 positions across various sectors. Inception date: 2012-05-18.
CBAAX performance shows a YTD return of 6.64%. The 1-year return is 14.82% and the 5-year return is 7.37%. CBAAX dividend yield stands at 5.76%, paid quarterly.
CBAAX top holdings include American Balanced Fund R6 (Ambal Cl R6) (21.0%), American Funds Global Balanced Fund R6 (gbal Cl R6) (15.0%), Washington Mutual Investors Fund R6 (wmif Cl R6) (12.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (10.0%), The Income Fund Of America, Class R-6 (10.0%). Go to all CBAAX holdings, CBAAX sectors, or CBAAX dividends.
CBAAX can be compared against other funds. Use CBAAX overlap to find shared positions, or CBAAX vs another fund for a side-by-side view. CBAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.