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American Balanced Fund, Class 529-a Shares: (MF: CLBAX)

(NASDAQ Mutual Funds) As of Sep 25, 2026 05:17 PM ET

$40.04 USD

+0.12 (0.30%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for CLBAX

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

Strong Buy 1
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
American Funds Balanced 529A CLBAX 3.50 NA 0.00 0.23 0.21 0.57

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
American Funds Balanced A ABALX 40.46 9/9/1932 1.02 16.21 15.77 8.56
American Funds Balanced 529E CLBEX 40.31 7/25/1975 0.77 15.88 15.46 8.27
American Funds Balanced 529A CLBAX 40.04 7/25/1975 0.99 16.18 15.74 8.53
American Funds Balanced 529C CLBCX 40.37 7/25/1975 0.28 15.26 14.86 7.70
American Funds Balanced R5 RLBFX 40.54 11/1/2002 1.24 16.49 16.07 8.85
American Funds Balanced R4 RLBEX 40.37 7/25/1975 0.98 16.16 15.72 8.52
American Funds Balanced R3 RLBCX 40.14 7/25/1975 0.71 15.79 15.37 8.20
American Funds Balanced R2 RLBBX 40.02 7/25/1975 0.32 15.29 14.88 7.73
American Funds Balanced R1 RLBAX 39.98 7/25/1975 0.31 15.28 14.88 7.73
American Funds Balanced C BALCX 40.03 3/15/2001 0.34 15.32 15.34 8.06
American Funds Balanced F BALFX 40.41 7/25/1975 0.96 16.13 15.71 8.51
American Funds Balanced R6 RLBGX 40.50 5/1/2009 1.29 16.54 16.13 8.90
American Funds Balanced F2 AMBFX 40.43 8/1/2008 1.19 16.42 16.00 8.79

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
American Funds Balanced 529A CLBAX 250 50 25 Q

Contact Information

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