CLBCX Mutual Fund

CLBCX Mutual Fund (American Balanced Fund Class 529-C) is managed by American Funds with $49.2M in net assets. CLBCX expense ratio is 1.35%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2002-02-19.

CLBCX performance shows a YTD return of 7.17%. The 1-year return is 16.83% and the 5-year return is 8.23%. CLBCX dividend yield stands at 6.41%, paid quarterly.

CLBCX 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 CLBCX holdings, CLBCX sectors, or CLBCX dividends.

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