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American Funds American Balanced Fund® Class 529-f (CLBFX)

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35.41 +0.14 +0.40%

02/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 14.7K

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CLBFX Holdings

Comprehensive information about top holdings and Key Holding Information for the American Funds American Balanced 529F (CLBFX) fund. Our American Funds American Balanced 529F portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.39	6.24	1.85
Shares	63.80	63.80	0.00
Bonds	28.80	28.80	0.00
Convertible	0.02	0.02	0.00
Preferred	0.07	0.07	0.00
Other	2.92	2.92	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.57	18.45
Price to Book	3.68	3.22
Price to Sales	2.55	2.21
Price to Cash Flow	12.90	12.24
Dividend Yield	1.78	1.94
5 Years Earnings Growth	14.74	11.24

Sector Allocation

Name	Net %	Category Average
Technology	25.37	23.87
Healthcare	13.16	13.12
Financial Services	12.53	15.86
Industrials	10.45	10.13
Communication Services	10.34	7.49
Consumer Defensive	8.33	6.06
Consumer Cyclical	7.02	9.98
Energy	4.95	4.99
Utilities	3.07	3.22
Basic Materials	2.77	3.18
Real Estate	2.00	3.40

Region Allocation

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 3,158

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Broadcom	US11135F1012	4.68	248.71	+2.74%
Microsoft	US5949181045	3.45	461.97	+0.35%
Cap Grp Cent Fd Ser Ii	-	2.92	-	-
UnitedHealth	US91324P1021	2.10	304.72	+0.93%
Meta Platforms	US30303M1027	2.08	670.90	+3.62%
Philip Morris	US7181721090	1.88	182.75	+1.20%
Taiwan Semiconductor	US8740391003	1.81	194.84	+0.79%
Alphabet C	US02079K1079	1.68	170.37	-1.43%
Apple	US0378331005	1.44	201.70	+0.42%
Eli Lilly	US5324571083	1.35	747.12	+1.28%

Top Equity Funds by American Funds

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Growth Fund Amer A	152.61B	-4.70	13.98	12.57
American Funds American Balanced A	111.66B	-0.52	8.11	7.88
American Funds Invmt Co of Amer A	94.89B	-3.01	14.74	11.18
American Funds Washington Mutual A	88.94B	-0.80	11.20	11.14
American Funds Income Fund of Amer	79.24B	4.34	6.92	6.92

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