CBFAX Mutual Fund

CBFAX Mutual Fund (American Funds Global Balanced Fund Cl 529-A) is managed by American Funds. CBFAX expense ratio is 0.83%, holding 1201 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-02-01.

CBFAX performance shows a YTD return of 4.87%. The 1-year return is 8.18% and the 5-year return is 5.73%. CBFAX dividend yield stands at 2.16%, paid quarterly.

CBFAX top holdings include Capital Group Central Cash Fund (7.9%), Tsmc (3.2%), Broadcom Inc (3.1%), Nvidia Corp (2.2%), Microsoft Corp (2.0%). Go to all CBFAX holdings, CBFAX sectors, or CBFAX dividends.

CBFAX can be compared against other funds. Use CBFAX overlap to find shared positions, or CBFAX vs another fund for a side-by-side view. CBFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.