Back to top
more

American Funds Moderate Growth And Income Portfolio - Class 529-a: (MF: CBAAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:40 PM ET

$19.75 USD

+0.01 (0.05%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.37 52
3 months 4.65 54
6 months 9.57 46
1 Year 18.35 29
3 Year 15.19 55
5 Year 8.55 85
10 Year 9.61 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.01
5 Year 7.08
10 Year 8.39
Since Inception 8.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.68 8.11 4.54 2.79
2024 5.23 1.17 6.23 -1.59
2023 3.47 3.41 -3.33 10.04
2022 -4.95 -10.88 -6.10 8.67
2021 3.26 5.04 -0.54 5.49

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.3716.9611.3013.83-13.5713.8113.1719.40-4.6516.625.82
% Total Return Rel to Index 1.06-1.25-13.72-12.414.62-14.86-5.22-12.08-0.26-5.16-6.10
% Total Return Rel to Peer -0.391.91-4.54-1.45-2.78-10.524.96-6.232.90-0.78-5.49
% Perf Quintile vs Peer* 3.002.000.003.004.005.002.005.002.003.005.00
% Dividends 0.000.440.390.370.310.260.290.280.270.210.20
% Yield 0.002.092.082.461.961.311.641.761.921.381.49
Capital Gains ($) 0.000.760.250.010.580.660.130.300.350.290.26
Expense Ratio 0.000.340.350.360.350.360.370.380.390.420.42

* 1 = Top 20%, 5 = Bottom 20%