American Funds American Balanced 529A
One Market - Steuart Tower Suite 1800 San Francisco CA 94105
Map
Phone: 800-325-3590
| Category: | Moderate Allocation | | Fund Family: | American Funds | | Net Assets: | 1.27B | | Year-to-Date Return: | -8.79% | | Yield: | 2.96% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Feb-02 |
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Robert G. O'Donnell
Lead Manager since
01-Jan-86 | | | ODonnell is vice chairman of the board, senior vice president, director, and portfolio manager with Capital Research and Management Company, his employer since July 1975. Previously, he worked as a portfolio manager with American Express Investment Management Company. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks conservation of capital, current income and long-term growth of capital and income. The fund invests in a broad range of securities, including stocks, bonds and securities issued and guaranteed by the U.S. government. It normally maintains at least 50% of assets in common stocks and at least 25% of assets in debt securities, including money market securities. The fund may also hold cash or money market instruments. |
| Last Dividend
(23-May-08):
| 0.13 | | Last Cap Gain
(15-Feb-08):
| 0.14 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 71.04% |
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| Expense | CLBAX | Category
Avg | | Total Expense Ratio: | 0.66%
| 1.09% | | Max 12b1 Fee: | 0.22%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$819 | $625 | | 5 Yr Expense Projection*: |
$991 | $954 | | 10 Yr Expense Projection*: |
$1,478 | $1,865 |
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1.47% Nasdaq 
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