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    American Funds American Balanced 529F (CLBFX)

    24.86 Down 0.09(0.36%) May 6
    Prev Close:24.95
    YTD Return*:1.87%
    Net Assets*:82.57B
    Yield*:1.60%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for CLBFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MSFT3.17N/A
    CMCSA2.60N/A
    BA2.39N/A
    PM2.33N/A
    HD2.29N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:82.57B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.46%

    Performance & Risk

    YTD Return:1.87%
    5y Avg Return:11.55%
    Rank in Category (ytd):75
    % Rank in Category (ytd):7.86%
    Beta (3y):1.04
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks conservation of capital, current income and long-term growth of capital and income. The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States. View More
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