CBAEX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class 529-E) is managed by American Funds. CBAEX expense ratio is 0.93%, holding 13 positions across sectors including Unknown. Inception date: 2012-05-18.

CBAEX performance shows a YTD return of 7.14%. The 1-year return is 15.63% and the 5-year return is 7.44%. CBAEX dividend yield stands at 5.49%, paid quarterly.

CBAEX 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 CBAEX holdings, sector breakdown, or dividend history.

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