CBAFX Mutual Fund

CBAFX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class 529-F-1) is managed by American Funds. CBAFX expense ratio is 0.75%, holding 13 positions across various sectors. Inception date: 2012-05-18.

CBAFX performance shows a YTD return of 6.36%. The 1-year return is 14.62% and the 5-year return is 7.50%. CBAFX dividend yield stands at 5.94%, paid quarterly.

CBAFX top holdings include American Balanced Fund R6 (Ambal Cl R6) (21.1%), American Funds Global Balanced Fund R6 (gbal Cl R6) (14.8%), Washington Mutual Investors Fund R6 (wmif Cl R6) (12.1%), Capital World Growth & Income Fund R6 (Wgi Cl R6) (10.1%), The Income Fund Of America, Class R-6 (9.8%). Go to all CBAFX holdings, CBAFX sectors, or CBAFX dividends.

CBAFX can be compared against other funds. Use CBAFX overlap to find shared positions, or CBAFX vs another fund for a side-by-side view. CBAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.