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American Balanced Fund, Class 529-e Shares: (MF: CLBEX)

(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET

$36.32 USD

+0.27 (0.75%)

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        

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Zacks Premium Research for CLBEX

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 529E CLBEX NA NA 0.00 0.50 0.21 0.83

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
American Funds Balanced A ABALX 35.84 9/9/1932 1.93 12.38 8.44 9.03
American Funds Balanced R5 RLBFX 35.91 11/1/2002 2.18 12.68 8.71 9.31
American Funds Balanced R4 RLBEX 35.77 7/25/1975 1.90 12.32 8.38 8.98
American Funds Balanced R3 RLBCX 35.58 7/25/1975 1.63 11.99 8.06 8.66
American Funds Balanced R2 RLBBX 35.49 7/25/1975 1.22 11.51 7.59 8.18
American Funds Balanced R1 RLBAX 35.24 7/25/1975 1.23 11.52 7.60 8.19
American Funds Balanced 529E CLBEX 36.32 7/25/1975 1.68 12.08 8.14 8.73
American Funds Balanced 529F CLBFX 35.43 7/25/1975 2.06 12.50 8.56 9.16
American Funds Balanced 529A CLBAX 35.76 7/25/1975 1.91 12.34 8.38 8.98
American Funds Balanced 529C CLBCX 35.77 7/25/1975 1.18 11.50 7.57 8.16
American Funds Balanced C BALCX 35.50 3/15/2001 1.24 11.55 7.61 8.20
American Funds Balanced F BALFX 35.65 7/25/1975 1.88 12.32 8.38 8.96
American Funds Balanced F2 AMBFX 35.64 8/1/2008 2.13 12.58 8.65 9.25
American Funds Balanced R6 RLBGX 35.69 5/1/2009 2.22 12.75 8.77 9.36

Investment Information

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

Contact Information

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