CBAGX Mutual Fund
CBAGX Mutual Fund
American Funds Moderate Growth and Income Portfolio Class ABLE-A
CBAGX Mutual Fund Overview
CBAGX Mutual Fund (American Funds Moderate Growth and Income Portfolio Class ABLE-A) is managed by American Funds. CBAGX expense ratio is 0.59%, holding 13 positions across sectors including Unknown. Inception date: 2018-07-13.
CBAGX performance shows a YTD return of 5.89%. The 1-year return is 16.01% and the 5-year return is 7.81%. CBAGX dividend yield stands at 5.76%, paid quarterly.
CBAGX 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 CBAGX holdings, sector breakdown, or dividend history.
CBAGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CBAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.