CBAFX Mutual Fund
CBAFX Mutual Fund
CBAFX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class 529-F-1
CBAFX Mutual Fund Overview
CBAFX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class 529-F-1) is managed by American Funds. CBAFX expense ratio is 0.75%, holding 14 positions across various sectors. Inception date: 2012-05-18.
CBAFX performance shows a YTD return of 6.36%. The 1-year return is 10.04% and the 5-year return is 7.15%. CBAFX dividend yield stands at 5.50%, paid quarterly.
CBAFX 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 CBAFX holdings, CBAFX sectors, or CBAFX dividends.
CBAFX can be compared against other funds. Use CBAFX overlap to find shared positions, or CBAFX vs another fund for a side-by-side view. CBAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.