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American Funds Moderate Growth And Income Portfolio Class 529-a (CBAAX)

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19.65 -0.04 -0.20%

30/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 726.53M

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CBAAX Holdings

Comprehensive information about top holdings and Key Holding Information for the American Funds Balanced Portfolio 529A (CBAAX) fund. Our American Funds Balanced Portfolio 529A 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	4.60	5.50	0.90
Shares	65.65	65.65	0.00
Bonds	28.35	28.35	0.00
Convertible	0.04	0.04	0.00
Preferred	0.38	0.38	0.00
Other	0.97	0.97	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.07	17.12
Price to Book	3.19	2.67
Price to Sales	2.25	1.95
Price to Cash Flow	12.11	10.62
Dividend Yield	2.28	2.57
5 Years Earnings Growth	9.43	9.44

Sector Allocation

Name	Net %	Category Average
Technology	18.83	19.17
Financial Services	16.31	17.97
Healthcare	13.90	10.43
Industrials	12.76	11.80
Consumer Cyclical	8.89	9.75
Consumer Defensive	8.48	7.11
Communication Services	7.30	7.20
Energy	4.55	4.89
Basic Materials	3.96	4.06
Utilities	3.06	3.55
Real Estate	1.95	5.07

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
American Funds American Balanced R6	-	25.13	-	-
American Funds Washington Mutual R6	-	15.18	-	-
American Funds Global Balanced R6	-	14.96	-	-
American Funds Capital World Gr&Inc R6	-	10.18	-	-
American Funds Income Fund of Amer R6	-	9.89	-	-
American Funds New Perspective R6	-	5.17	-	-
American Funds SMALLCAP World R6	-	5.16	-	-
American Funds Multi-Sector Income R-6	-	4.80	-	-
American Funds Bond Fund of Amer R6	-	4.78	-	-
American Funds Strategic Bond R-6	-	4.77	-	-

Top Equity Funds by American Funds

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Growth Fund Amer A	166.32B	10.39	24.59	14.26
American Funds American Balanced A	117.36B	8.11	12.92	8.94
American Funds Invmt Co of Amer A	103.18B	10.77	23.08	12.88
American Funds Washington Mutual A	93.31B	9.00	16.96	12.43
American Funds Fundamental Invs A	82.4B	11.71	22.03	12.93

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