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

Performance Overview

Morningstar Return Rating --
YTD Return 2.60%
5y Average Return 6.31%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 18.63%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 18.63%
Worst 3Y Total Return 2.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BLPCX
Category
YTD
5.06%
9.69%
1-Month
2.60%
0.91%
3-Month
5.06%
5.21%
1-Year
14.97%
27.06%
3-Year
3.77%
11.00%
5-Year
7.18%
10.26%
10-Year
6.31%
8.34%
Last Bull Market
23.40%
15.58%
Last Bear Market
-11.07%
-12.16%

Annual Total Return (%) History

Year
BLPCX
Category
2024
--
--
2023
13.01%
--
2022
-14.17%
--
2021
13.02%
--
2020
12.31%
11.72%
2019
18.63%
19.23%
2018
-5.27%
-5.76%
2017
15.77%
13.21%

2016
5.18%
7.34%
2015
-0.21%
-1.93%
2014
5.80%
6.21%
2013
17.21%
16.48%
2012
--
11.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.06% -- -- --
2023 3.27% 3.25% -3.47% 9.80%
2022 -5.13% -11.07% -6.20% 8.45%
2021 3.07% 4.89% -0.72% 5.29%
2020 -12.92% 12.66% 4.83% 9.20%
2019 8.47% 2.80% 0.24% 6.13%
2018 -0.52% 0.64% 1.88% -7.13%
2017 4.80% 3.30% 3.38% 3.44%
2016 1.10% 2.14% 2.49% -0.61%
2015 1.62% -0.63% -4.45% 3.41%

2014 1.36% 3.11% -0.58% 1.82%
2013 5.05% 0.89% 4.48% 5.86%
2012 4.50% 1.82% -- --

Rank in Category (By Total Return)

YTD 57
1-Month 39
3-Month 57
1-Year 50
3-Year 54
5-Year 54

Load Adjusted Returns

1-Year 13.97%
3-Year 3.77%
5-Year 7.18%
10-Year 6.31%

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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