American Balanced Fund, Class 529-f-1 Shs: (MF: CLBFX)
(NASDAQ Mutual Funds) As of Jan 23, 2026 05:24 PM ET
$38.38 USD
+0.01 (0.03%)
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Funds Balanced 529F1 | CLBFX | NA | NA | 0.00 | 0.25 | 0.21 | 0.43 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Funds Balanced A | ABALX | 38.43 | 9/9/1932 | 1.10 | 17.47 | 15.03 | 9.08 |
| American Funds Balanced 529E | CLBEX | 38.31 | 7/25/1975 | 0.85 | 17.18 | 14.72 | 8.78 |
| American Funds Balanced 529F | CLBFX | 38.38 | 7/25/1975 | 1.23 | 17.64 | 15.18 | 9.22 |
| American Funds Balanced 529A | CLBAX | 38.34 | 7/25/1975 | 1.07 | 17.45 | 14.99 | 9.04 |
| American Funds Balanced 529C | CLBCX | 38.40 | 7/25/1975 | 0.36 | 16.55 | 14.12 | 8.22 |
| American Funds Balanced R4 | RLBEX | 38.35 | 7/25/1975 | 1.06 | 17.42 | 14.98 | 9.04 |
| American Funds Balanced R3 | RLBCX | 38.15 | 7/25/1975 | 0.79 | 17.07 | 14.64 | 8.71 |
| American Funds Balanced R5 | RLBFX | 38.50 | 11/1/2002 | 1.33 | 17.77 | 15.33 | 9.37 |
| American Funds Balanced R2 | RLBBX | 38.07 | 7/25/1975 | 0.39 | 16.57 | 14.14 | 8.24 |
| American Funds Balanced R1 | RLBAX | 38.03 | 7/25/1975 | 0.38 | 16.57 | 14.14 | 8.25 |
| American Funds Balanced C | BALCX | 38.08 | 3/15/2001 | 0.41 | 16.59 | 14.59 | 8.57 |
| American Funds Balanced F | BALFX | 38.39 | 7/25/1975 | 1.05 | 17.42 | 14.97 | 9.02 |
| American Funds Balanced F2 | AMBFX | 38.39 | 8/1/2008 | 1.28 | 17.69 | 15.26 | 9.31 |
| American Funds Balanced R6 | RLBGX | 38.45 | 5/1/2009 | 1.38 | 17.85 | 15.39 | 9.42 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |
