Nasdaq - Delayed Quote USD

American Funds Moderate Gr & Inc C (BLPCX)

17.11 +0.10 (+0.59%)
At close: April 26 at 8:00 PM EDT

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%
Get Quotes for Top Holdings

Sector Weightings

SectorBLPCX
Technology   20.72%
Healthcare   15.11%
Financial Services   13.01%
Industrials   12.83%
Consumer Cyclical   8.25%
Consumer Defensive   8.20%
Communication Services   6.60%
Energy   5.62%
Basic Materials   4.85%
Utilities   2.95%
Real Estate   1.86%

Overall Portfolio Composition (%)

Cash 7.11%
Stocks 64.45%
Bonds 27.22%
Others 1.11%
Preferred 0.08%
Convertible 0.03%

Bond Ratings

US Government 7.11%
AAA 53.30%
AA 5.06%
A 14.41%
BBB 13.97%
BB 7.13%
B 3.05%
Below B 1.01%
Other 2.07%

Equity Holdings

Average BLPCX Category Average
Price/Earnings 0.05 23.62
Price/Book 0.29 3.26
Price/Sales 0.43 2.32
Price/Cashflow 0.07 15.57
Median Market Cap 115,856.98 97,816.96
3 Year Earnings Growth 21.32 15.47

Bond Holdings

Average BLPCX Category Average
Maturity 9.37 5.72
Duration 4.43 4.49
Credit Quality -- --

Performance & Risk

YTD Return 2.60%
5y Average Return 6.31%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 13.78B
YTD Return 5.06%
Yield 1.43%
Morningstar Rating
Inception Date May 18, 2012

Fund Summary

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.

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