CBAEX Mutual Fund
CBAEX Mutual Fund
CBAEX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class 529-E
CBAEX Mutual Fund Overview
CBAEX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class 529-E) is managed by American Funds. CBAEX expense ratio is 0.93%, holding 14 positions across various sectors. Inception date: 2012-05-18.
CBAEX performance shows a YTD return of 5.12%. The 1-year return is 8.65% and the 5-year return is 7.06%. CBAEX dividend yield stands at 5.68%, paid quarterly.
CBAEX top holdings include American Balanced Fund (21.0%), American Funds Global Balanced Fund Class R-6 (15.1%), Washington Mutual Investors Fund (12.0%), The Income Fund Of America (10.1%), Capital World Growth and Income Fund (10.1%). Go to all CBAEX holdings, CBAEX sectors, or CBAEX dividends.
CBAEX can be compared against other funds. Use CBAEX overlap to find shared positions, or CBAEX vs another fund for a side-by-side view. CBAEX alternatives are available via the screener, along with tax-loss harvesting opportunities.