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American Funds American Balanced 529C (CLBCX)

35.27
+0.09
+(0.26%)
At close: 8:00:25 PM EDT
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  • Previous Close 35.18
  • YTD Return -0.78%
  • Expense Ratio 1.35%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 232.27B
  • Beta (5Y Monthly) 0.92
  • Yield 1.23%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.04
  • Inception Date Jan 27, 2017

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.

American Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

232.27B

Net Assets

2017-01-27

Inception Date

More about American Funds American Balanced 529C

Performance Overview: CLBCX

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Trailing returns as of 5/16/2025. Category is Allocation--50% to 70% Equity.

YTD Return

CLBCX
0.78%
Category
9.69%
 

1-Year Return

CLBCX
10.45%
Category
27.06%
 

3-Year Return

CLBCX
7.25%
Category
11.00%
 

5-Year Return

CLBCX
8.20%
Category
10.26%
 

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Holdings: CLBCX

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Sector Weightings

SectorCLBCX
Technology   23.57%
Financial Services   13.56%
Healthcare   13.03%
Industrials   10.57%
Communication Services   9.79%
Consumer Defensive   9.14%
Consumer Cyclical   7.35%
Energy   4.80%
Basic Materials   3.53%
Utilities   2.89%
Real Estate   1.77%
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Recent News: CLBCX

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Research Reports: CLBCX

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