Nasdaq - Delayed Quote • USD
American Funds Moderate Gr & Inc C (BLPCX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.63% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BLPCX | Category Average | BLPCX | Category Average | BLPCX | Category Average | |
| Alpha | 1.1 | -0.01 | 0.75 | -0.01 | 0.39 | -0 |
| BETA | 0.99 | 0.01 | 0.99 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.37 | 0.01 | 0.64 | 0.01 | 0.55 | 0.01 |
| R-squared | 97.82 | 0.93 | 98.28 | 0.92 | 97.47 | 0.92 |
| Standard Deviation | 12.44 | 0.13 | 12.41 | 0.1 | 10.02 | 0.09 |
| Sharpe Ratio | 0.12 | 0.01 | 0.45 | 0.01 | 0.52 | 0.01 |
| Treynor Ratio | 0.81 | 0.09 | 5.06 | 0.09 | 4.84 | 0.07 |
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