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 14 positions across various sectors. Inception date: 2012-05-18.
CBAAX performance shows a YTD return of 8.05%. The 1-year return is 14.06% and the 5-year return is 7.32%. CBAAX dividend yield stands at 5.68%, paid quarterly.
CBAAX top holdings include American Balanced Fund R6 (Ambal Cl R6) (21.0%), American Funds Global Balanced Fund R6 (gbal Cl R6) (15.1%), American Funds Washington Mutual R6 (12.1%), The Income Fund Of America, Class R-6 (10.1%), Capital World Growth And Income Fund, Class R-6 (10.1%). 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.