American Balanced Fund, Class 529-f-1 Shs: (MF: CLBFX)
(NASDAQ Mutual Funds) As of Dec 18, 2025 05:20 PM ET
$36.82 USD
+0.26 (0.71%)
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Funds Balanced 529F1 | CLBFX | NA | NA | 0.00 | 0.25 | 0.21 | 0.43 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Funds Balanced A | ABALX | 40.17 | 9/9/1932 | 1.71 | 16.54 | 14.09 | 9.76 |
| American Funds Balanced R4 | RLBEX | 40.08 | 7/25/1975 | 1.68 | 16.46 | 14.03 | 9.71 |
| American Funds Balanced R3 | RLBCX | 39.87 | 7/25/1975 | 1.43 | 16.15 | 13.71 | 9.39 |
| American Funds Balanced R2 | RLBBX | 39.76 | 7/25/1975 | 1.07 | 15.63 | 13.21 | 8.91 |
| American Funds Balanced R1 | RLBAX | 39.71 | 7/25/1975 | 1.06 | 15.64 | 13.21 | 8.91 |
| American Funds Balanced R5 | RLBFX | 40.24 | 11/1/2002 | 1.93 | 16.80 | 14.38 | 10.04 |
| American Funds Balanced 529E | CLBEX | 40.03 | 7/25/1975 | 1.48 | 16.22 | 13.77 | 9.45 |
| American Funds Balanced 529F | CLBFX | 36.82 | 7/25/1975 | 1.83 | 16.69 | 14.23 | 9.90 |
| American Funds Balanced 529A | CLBAX | 40.07 | 7/25/1975 | 1.69 | 16.48 | 14.04 | 9.72 |
| American Funds Balanced 529C | CLBCX | 40.08 | 7/25/1975 | 1.02 | 15.60 | 13.18 | 8.89 |
| American Funds Balanced C | BALCX | 39.77 | 3/15/2001 | 1.08 | 15.64 | 13.78 | 9.24 |
| American Funds Balanced F | BALFX | 40.12 | 7/25/1975 | 1.66 | 16.46 | 14.02 | 9.69 |
| American Funds Balanced F2 | AMBFX | 40.14 | 8/1/2008 | 1.88 | 16.75 | 14.32 | 9.98 |
| American Funds Balanced R6 | RLBGX | 40.20 | 5/1/2009 | 1.97 | 16.88 | 14.43 | 10.10 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| American Funds Balanced 529F1 | CLBFX | 250 | 50 | 25 | Q |
Contact Information
| Family | American Funds |
| Address | 333 S Hope St Los Angeles, CA 90071 |
| Phone | 800 421-4225 |
