CLBFX Mutual Fund

CLBFX Mutual Fund (American Balanced Fund Class 529-F) is managed by American Funds with $49.2M in net assets. CLBFX expense ratio is 0.67%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2002-09-17.

CLBFX performance shows a YTD return of 8.20%. The 1-year return is 18.40% and the 5-year return is 9.28%. CLBFX dividend yield stands at 7.32%, paid quarterly.

CLBFX 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 CLBFX holdings, CLBFX sectors, or CLBFX dividends.

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