CLBAX Mutual Fund

CLBAX Mutual Fund (American Balanced Fund Class 529-A) is managed by American Funds with $49.2M in net assets. CLBAX expense ratio is 0.58%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2002-02-15.

CLBAX performance shows a YTD return of 7.65%. The 1-year return is 17.70% and the 5-year return is 9.02%. CLBAX dividend yield stands at 7.18%, paid quarterly.

CLBAX top holdings include Capital Group Central Cash Fund (6.8%), Broadcom Inc (3.4%), Capital Group Central Corporate Bond Fund (2.8%), Taiwan Semiconductor - Adr (2.3%), Philip Morris International Inc. (2.2%). Go to all CLBAX holdings, CLBAX sectors, or CLBAX dividends.

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