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

(NASDAQ Mutual Funds) As of Aug 19, 2025 08:00 PM ET

$37.22 USD

-0.14 (-0.38%)

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

Fund Description

NA

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 0.59

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
American Funds Balanced A ABALX 37.54 9/9/1932 1.84 13.21 11.08 9.23
American Funds Balanced 529E CLBEX 37.42 7/25/1975 1.60 12.92 10.78 8.94
American Funds Balanced 529F CLBFX 37.41 7/25/1975 1.97 13.38 11.22 9.37
American Funds Balanced 529A CLBAX 37.22 7/25/1975 1.82 13.21 11.04 9.19
American Funds Balanced 529C CLBCX 37.48 7/25/1975 1.12 12.33 10.20 8.36
American Funds Balanced R5 RLBFX 37.61 11/1/2002 2.07 13.54 11.38 9.52
American Funds Balanced R4 RLBEX 37.47 7/25/1975 1.81 13.19 11.05 9.19
American Funds Balanced R3 RLBCX 37.28 7/25/1975 1.55 12.86 10.71 8.87
American Funds Balanced R2 RLBBX 37.19 7/25/1975 1.16 12.35 10.23 8.39
American Funds Balanced R1 RLBAX 37.14 7/25/1975 1.16 12.36 10.24 8.40
American Funds Balanced C BALCX 37.19 3/15/2001 1.18 12.39 10.78 8.72
American Funds Balanced F BALFX 37.50 7/25/1975 1.79 13.16 11.02 9.16
American Funds Balanced F2 AMBFX 37.51 8/1/2008 2.03 13.45 11.31 9.45
American Funds Balanced R6 RLBGX 37.57 5/1/2009 2.12 13.58 11.44 9.57

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