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, Financials, Health Care. Inception date: 2002-02-15.

CLBAX performance shows a YTD return of 8.85%. The 1-year return is 17.18% and the 5-year return is 9.02%. CLBAX dividend yield stands at 7.10%, paid quarterly.

CLBAX top holdings include Capital Group Central Cash Fund (4.4%), Broadcom Inc (4.4%), Taiwan Semiconductor - Adr (3.0%), Capital Group Central Corporate Bond Fund Cl M (Ccbf Cl M) (2.6%), Micron Technology, Inc. (2.5%). 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.