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American Funds Moderate Growth And Income Portfolio - Class 529-e: (MF: CBAEX)

(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET

$19.44 USD

-0.10 (-0.51%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for CBAEX

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

Buy 2
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
American Funds Moderate G&I 529E CBAEX NA NA 0.00 0.50 0.00 0.59

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
American Funds Balanced Port A BLPAX 19.62 5/18/2012 2.06 13.88 12.12 9.32
American Funds Balanced Port C BLPCX 19.49 5/18/2012 1.36 13.00 11.28 8.52
American Funds Balanced Port F2 BLPEX 19.46 5/18/2012 2.25 14.09 12.35 9.55
American Funds Balanced Port F1 BLPFX 19.52 5/18/2012 2.01 13.82 12.05 9.26
American Funds Balanced Port 529A CBAAX 19.65 5/18/2012 2.03 13.79 12.06 9.28
American Funds Balanced Port 529E CBAEX 19.44 5/18/2012 1.80 13.54 11.81 9.02
American Funds Balanced Port 529 F1 CBAFX 19.54 5/18/2012 2.19 14.03 12.28 9.49
American Funds Balanced Port R1 RBAAX 19.57 5/18/2012 1.37 12.98 11.26 8.49
American Funds Balanced Port R2 RBABX 19.48 5/18/2012 1.34 12.99 11.26 8.50
American Funds Balanced Port R3 RBACX 19.45 5/18/2012 1.75 13.43 11.74 8.95
American Funds Balanced Port R4 RBAEX 19.63 5/18/2012 2.03 13.84 12.08 9.30
American Funds Balanced Port R5 RBAFX 19.71 5/18/2012 2.29 14.13 12.39 9.60
American Funds Balanced Port R6 RBAGX 19.57 5/18/2012 2.34 14.19 12.44 9.66

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
American Funds Moderate G&I 529E CBAEX 250 50 25 Q

Contact Information

Family American Funds
Address 333 S Hope St
Los Angeles, CA 90071
Phone 800 421-4225