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American Funds Balanced Portfolio C (BLPCX)

13.04 Up 0.05(0.38%) Oct 24
Prev Close:12.99
YTD Return*:3.91%
Net Assets*:2.63B

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.


  • No Headlines available for BLPCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
American Funds Bond Fund of Amer R625.19N/A
American Funds American Balanced R624.95N/A
American Funds New Perspective R619.95N/A
American Funds Capital World Gr&Inc R614.95N/A
American Funds Washington Mutual R614.95N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:2.63B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.13%

Performance & Risk

YTD Return:3.91%
5y Avg Return:N/A
Rank in Category (ytd):50
% Rank in Category (ytd):5.73%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks to provide current income and long-term growth of capital and income. The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds may include growth, growth-and-income, equity-income, balanced and bond funds. Normally through its investments in the underlying funds, the fund will maintain at least 45% of the value of its net assets in common stocks and other equity investments and at least 25% of the value of its net assets in bonds and other debt securities (including money market instruments). The fund will have exposure to growth-oriented common stocks. View More
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