CBFAX Mutual Fund

CBFAX Mutual Fund (American Funds Global Balanced Fund Cl 529-A) is managed by American Funds. CBFAX expense ratio is 0.83%, holding 1126 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-02-01.

CBFAX performance shows a YTD return of 6.43%. The 1-year return is 14.02% and the 5-year return is 5.80%. CBFAX dividend yield stands at 5.78%, paid quarterly.

CBFAX top holdings include Capital Group Central Cash Fund (6.8%), Broadcom Inc (2.7%), Taiwan Semiconductor Manufacturing Co. Ltd. (2.6%), Nvidia Corp. (2.2%), Microsoft Corp (2.1%). Go to all CBFAX holdings, CBFAX sectors, or CBFAX dividends.

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