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American Balanced Fund 5A - CLBAX

Profile AssetsFlowsFeesPerformanceManagers

American Balanced Fund 5A - CLBAX

Profile AssetsFlowsFeesPerformanceManagers

Profile

Data Providers

Quote

  • nav ($)
    27.17
  • nav change
    0.15 / 0.6%
(As of Tuesday June 25, 2019)

Overview

  • distribution channel

    Advice

  • ticker

    CLBAX

  • category

    Mixed-Asset Target Alloc Growth Funds

  • management type

    Active

  • total assets

    $4.02B

Read description

Fund Scorecard

assets
$4B
Great
flows
$27M
Great
fees
0.65%
Below Average
turnover
105%
Above Average
performance
6.89%
Above Average
manager tenure
10.6
Great

Advisors Using This Fund

Holders

ETF Holders

Filing period ending
There is no ETF data available to display at this time.

Balance Summary

holder

    Assets

    Net Assets

    Total Net Assets

    $4.02B

    (Through May 2019)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $27.39M

    (Through Oct 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.65%

    Below Average
    There is no Fee data available to display at this time.
    Why Do Investment Expenses Matter?
    Ryan Alfred

    Turnover

    turnover

    105%

    Above Average
    There is no Turnover data available to display at this time.
    Why Does Fund Turnover Matter?
    Ryan Alfred

    Performance

    Growth of 10k

    1 Year Return

    6.89%

    There is no Performance data available to display at this time.
    Peer Group consists of 471 Mixed-Asset Target Alloc Growth Funds funds distributed through Advice channels.

    Risk
    Standard Deviation ¹ 1.90
    Sharpe Ratio ² 0.95
    R-Squared ³ 0.93
    Beta ³ 0.55
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Mixed-Asset Target Alloc Growth Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • John H. Smet

      01-01-1997 - present

    • Hilda L. Applbaum

      01-01-1999 - present

    • Gregory D. Johnson

      01-01-2003 - present

    • James R. Mulally

      01-01-2005 - present

    • Alan N. Berro

      01-01-2006 - present

    • Dina N. Perry

      01-01-2006 - present

    • Jeffrey T. Lager

      01-01-2011 - present

    • Andrew F. Barth

      01-01-2015 - present

    • Wesley K.S. Phoa

      01-01-2015 - present