CLBEX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds American Balanced 529E (CLBEX) Ownership - Who owns American Funds American Balanced 529E?

The investment seeks conservation of capital, current income and long-term growth of capital and income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

CLBEX

Net Assets

227B

Fund Existence

about 23 years

Turnover

171.00

Total Expense Ratio

0.84

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.84

Assets in Top Ten Holdings

47.8B

Average Credit Quality

Average Effective Duration

4.88

Average Effective Maturity

7.43

Fund of Funds

Fund Share Class Net Assets

167M

Fund Type

OpenEnd

Index Fund

Management Fee

0.21

Modified Duration

5.28

No Load Fund

Number of Long Holdings

3731.00

Number of Net Holdings

3732.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

24.22%

Gain YTD

-3.874

Annual Yield % from dividends

1.74

Returns for 1 year

1.38

Returns for 3 years

12.37

Returns for 5 years

32.76

Returns for 10 years

51.17

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details