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American Funds Moderate Gr & Inc C (BLPCX)

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

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
0.25
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe

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.

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

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

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