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American Funds Balanced Portfolio

CBAFX:US
NASDAQ GM
14.65
USD
0.01
0.07%
As of 9:29 AM EDT 9/22/2017
Fund Type
Fund of Funds
52Wk Range
12.98 - 14.73
1 Yr Return
12.09%
YTD Return
12.56%
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Previous Close
14.64
52Wk Range
12.98 - 14.73
1 Yr Return
11.76%
YTD Return
12.56%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 09/22/2017)
14.65
Total Assets (b USD) (on 09/20/2017)
6.487
Inception Date
05/18/2012
Last Dividend (on 09/21/2017)
0.0603
Dividend Indicated Gross Yield
1.65%
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
0.00%
Current Mgmt Fee
0.00%
Expense Ratio
0.20%

Top Fund Holdings

Name Position Value % of Fund
56.99 m 1.49 b 24.57
47.29 m 1.49 b 24.54
71.73 m 926.71 m 15.27
18.02 m 882.32 m 14.54
16.56 m 685.29 m 11.29
14.02 m 593.97 m 9.79
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