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American Funds Balanced Portfolio

CBAEX:US
NASDAQ GM
14.77
USD
0.00
0.00%
As of 10/18/2017
Fund Type
Fund of Funds
52Wk Range
12.95 - 14.79
1 Yr Return
13.65%
YTD Return
13.43%
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14.77
52Wk Range
12.95 - 14.79
1 Yr Return
13.90%
YTD Return
13.43%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 10/18/2017)
14.77
Total Assets (b USD) (on 09/29/2017)
6.538
Inception Date
05/18/2012
Last Dividend (on 09/21/2017)
0.0429
Dividend Indicated Gross Yield
1.16%
Fund Managers
JAMES BRIAN LOVELACE "JIM" / JOHN HENRY SMET
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.50%
Current Mgmt Fee
0.00%
Expense Ratio
0.66%

Top Fund Holdings

Name Position Value % of Fund
60.47 m 1.63 b 24.97
50.51 m 1.63 b 24.97
19.18 m 982.56 m 15.02
75.49 m 979.14 m 14.97
14.77 m 657.86 m 10.06
15.00 m 654.66 m 10.01
Profile
American Funds Balanced Portfolio is an open-end fund incorporated in the USA. The Fund seeks current income and long-term growth of capital and income by investsing in a mix of American Funds which invest 45% of its net assets in common stocks and other equity investments and at least 25% of its net assets in bonds and other debt securities.
Address
Capital Research & Management Co
333 S. Hope Street
Los Angeles, CA 90071
Phone
1-415-421-9360