CBAGX Mutual Fund

CBAGX Mutual Fund (American Funds Moderate Growth and Income Portfolio Class ABLE-A) is managed by American Funds. CBAGX expense ratio is 0.59%, holding 13 positions across various sectors. Inception date: 2018-07-13.

CBAGX performance shows a YTD return of 6.70%. The 1-year return is 14.96% and the 5-year return is 7.49%. CBAGX dividend yield stands at 5.79%, paid quarterly.

CBAGX 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 CBAGX holdings, CBAGX sectors, or CBAGX dividends.

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