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American Funds Moderate Gr & Inc C (BLPCX)

17.11 +0.10 (+0.59%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 17.01
  • YTD Return 5.06%
  • Expense Ratio 0.70%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 13.78B
  • Beta (5Y Monthly) 0.99
  • Yield 1.43%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.02
  • Inception Date May 18, 2012

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 fixed income 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.

American Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

13.78B

Net Assets

2012-05-18

Inception Date

Performance Overview: BLPCX

Trailing returns as of 4/26/2024. Category is Allocation--50% to 70% Equity.

YTD Return

BLPCX
5.06%
Category
9.69%
 

1-Year Return

BLPCX
14.97%
Category
27.06%
 

3-Year Return

BLPCX
3.77%
Category
11.00%
 

5-Year Return

BLPCX
7.18%
Category
10.26%
 

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Holdings: BLPCX

Top 10 Holdings (97.85% of Total Assets)

SymbolCompany% Assets
RLBGX
American Funds American Balanced R6 24.64%
RWMGX
American Funds Washington Mutual Investors Fund 14.88%
RGBGX
American Funds Global Balanced R6 14.58%
RWIGX
American Funds Capital World Growth and Income Fund 9.94%
RIDGX
American Funds Income Fund of Amer R6 9.67%
RNPGX
American Funds New Perspective R6 5.09%
RLLGX
American Funds SMALLCAP World R6 4.91%
RMDUX
American Funds Multi-Sector Income R-6 4.76%
RANGX
American Funds Strategic Bond R-6 4.71%
RBFGX
American Funds Bond Fund of Amer R6 4.68%

Sector Weightings

SectorBLPCX
Technology   20.72%
Healthcare   15.11%
Industrials   12.83%
Energy   5.62%
Utilities   2.95%
Real Estate   1.86%

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