CBAAX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class 529-A) is managed by American Funds. CBAAX expense ratio is 0.68%, holding 13 positions across sectors including Unknown. Inception date: 2012-05-18.

CBAAX performance shows a YTD return of 5.85%. The 1-year return is 15.94% and the 5-year return is 7.69%. CBAAX dividend yield stands at 5.72%, paid quarterly.

CBAAX top holdings include American Balanced Fund R6 (Ambal Cl R6) (21.0%), American Funds Global Balanced Fund R6 (gbal Cl R6) (15.0%), Washington Mutual Investors Fund R6 (wmif Cl R6) (12.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (10.0%), The Income Fund Of America, Class R-6 (10.0%). View all CBAAX holdings, sector breakdown, or dividend history.

CBAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CBAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.