CLBEX Mutual Fund

CLBEX Mutual Fund (American Balanced Fund Class 529-E) is managed by American Funds with $49.2M in net assets. CLBEX expense ratio is 0.82%, holding 3945 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2002-03-05.

CLBEX performance shows a YTD return of 5.95%. The 1-year return is 10.72% and the 5-year return is 8.76%. CLBEX dividend yield stands at 1.69%, paid quarterly.

CLBEX top holdings include Capital Group Central Cash Fund (4.9%), Broadcom Inc (4.2%), Capital Group Central Corporate Bond Fund Cl M (Ccbf Cl M) (2.6%), Microsoft Corp (2.5%), Philip Morris International Inc. (2.4%). Go to all CLBEX holdings, CLBEX sectors, or CLBEX dividends.

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