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15 important things you should know about CBBBX mutual fund

Updated: September 18, 2020
N/A
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets

Before we start: if you’re looking for CBBBX “stock” price, you can quickly find it out by visiting Finny and typing "CBBBX quote". If you’re looking for a quick scoop on CBBBX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "CBBBX". You’ll get all this info in one place.

Are you looking to buy or sell CBBBX? Or perhaps you’re looking for CBBBX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this CBBBX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: CBBBX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: CBBBX buy or sell; the pros and cons of investing in CBBBX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to CBBBX.

And here is the list of questions we’ll answer:

  1. Describe American Funds Portfolio Series: American Funds Balanced Portfolio; Class 529-B Shares (CBBBX).
  2. What are CBBBX holdings?
  3. What is CBBBX performance? What are CBBBX historical returns?
  4. How many up and down years did CBBBX have historically?
  5. What is CBBBX dividend yield?
  6. What is CBBBX minimum initial investment amount?
  7. What is CBBBX expense ratio?
  8. Does CBBBX have any sales loads or 12b-1 distribution expenses?
  9. What is CBBBX tax efficiency (tax-cost ratio)?
  10. What is CBBBX beta? How would you assess CBBBX risk?
  11. What is CBBBX Sharpe ratio?
  12. What is CBBBX Finny Score? CBBBX buy or sell?
  13. What are the pros of investing in CBBBX? What are CBBBX buy reasons?
  14. What are the cons of investing in CBBBX? What are CBBBX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Funds Portfolio Series: American Funds Balanced Portfolio; Class 529-B Shares (CBBBX).

2. What are CBBBX top holdings?

CBBBX has 0 stock holdings and 0 bond holdings.

3. What is CBBBX performance? What are CBBBX historical returns?

CBBBX has generated the following returns:

4. How many up and down years did CBBBX have historically?

In the last 10 years, CBBBX had 0 up years and 0 down years. See Performances

5. What is CBBBX dividend yield?

CBBBX yield is %.

6. What is CBBBX minimum initial investment amount?

CBBBX minimum initial investment amount is N/A.

7. What is CBBBX expense ratio?

CBBBX expense ratio is %. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does CBBBX have any sales loads or 12b-1 distribution expenses?

CBBBX 12b-1 distribution fee is 0. CBBBX front-end sales load is 0. CBBBX back-end sales load is 0.

9. What is CBBBX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0%;
  • 3-year ax cost ratio is 0%.

See Taxes

10. What is CBBBX beta? How would you assess CBBBX risk?

  • 3-year beta is 0.77;
  • 5-year beta is 0.81;
  • 10-year beta is 1.00;
  • 15-year beta is 1.11.

See Risks

11. What is CBBBX Sharpe ratio?

  • 3-year Sharpe ratio is -0.20;
  • 5-year Sharpe ratio is -0.01;
  • 10-year Sharpe ratio is 0.05;
  • 15-year Sharpe ratio is 0.13.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

13. What are the pros of investing in CBBBX? What are CBBBX buy reasons?

The following are CBBBX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in CBBBX? What are CBBBX negatives?

The following are CBBBX weaknesses from our perspective:

  • <strong>CBBBX net assets</strong> are $0.00 million. This fund is not a popular choice with retail investors.
In the CBBBX review, we covered CBBBX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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