CLBEX Mutual Fund

CLBEX Mutual Fund (American Balanced Fund Class 529-E) is managed by American Funds with $49.2M in net assets. CLBEX expense ratio is 0.83%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2002-03-05.

CLBEX performance shows a YTD return of 7.50%. The 1-year return is 17.43% and the 5-year return is 8.78%. CLBEX dividend yield stands at 6.94%, paid quarterly.

CLBEX 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 CLBEX holdings, CLBEX sectors, or CLBEX dividends.

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