American Funds Moderate Growth and Income PortfolioCBAAX
Type
Mutual fund
Peer group
Allocation
Net assets
$16.9B
Expense ratio
0.68%
1-year return
+14.1%
3 years, a year
+14.5%
5 years, a year
+7.3%
Holdings
13
What it aims to do.
The funds investment objectives are to provide current income and long-term growth of capital and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| American Balanced Fund (Ambal) | 21.02% |
| American Funds Global Balanced Fund (Gbal) | 14.97% |
| Washington Mutual Investors Fund (Wmif) | 12.04% |
| Capital World Growth & Income Fund | 10.03% |
| Income Fund Of America (The) (Ifa) | 10.02% |
| Smallcap World Fund Inc | 5.04% |
| New Perspective Fund (Npf) | 4.98% |
| American Funds Multi-Sector Income Fund (Msi) | 4.96% |
| Bond Fund Of America (The) (Bfa) | 4.96% |
| American Funds Strategic Bond Fund (Sbf) | 4.95% |
More on CBAAX.
- CBAAX overview
- CBAAX holdings
- CBAAX risk
- CBAAX costs
- CBAAX money in and out
- CBAAX share classes
- Compare CBAAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.