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American Funds Moderate Gr & Inc A (BLPAX)

17.10
-0.70
(-3.93%)
At close: 8:00:07 PM EDT
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  • Previous Close 17.80
  • YTD Return 0.69%
  • Expense Ratio 0.66%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 14.28B
  • Beta (5Y Monthly) 0.97
  • Yield 2.20%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.05
  • 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

14.28B

Net Assets

2012-05-18

Inception Date

Performance Overview: BLPAX

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Trailing returns as of 4/4/2025. Category is Allocation--50% to 70% Equity.

YTD Return

BLPAX
0.69%
Category
9.69%
 

1-Year Return

BLPAX
6.50%
Category
27.06%
 

3-Year Return

BLPAX
5.10%
Category
11.00%
 

5-Year Return

BLPAX
10.25%
Category
10.26%
 

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Holdings: BLPAX

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Sector Weightings

SectorBLPAX
Technology   20.39%
Healthcare   13.86%
Industrials   12.70%
Energy   4.75%
Utilities   3.50%
Real Estate   2.24%

Recent News: BLPAX

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Research Reports: BLPAX

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