Nasdaq - Delayed Quote USD

American Funds Moderate Gr & Inc C (BLPCX)

18.49
0.00
(0.00%)
At close: 8:05:14 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.21%
5y Average Return 8.28%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 22, 2025) 18.63%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 18.63%
Worst 3Y Total Return 2.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BLPCX
Category
YTD
0.70%
0.00%
1-Month
0.22%
0.00%
3-Month
-2.19%
0.00%
1-Year
9.47%
0.00%
3-Year
6.57%
0.00%
5-Year
7.92%
0.00%
10-Year
6.15%
0.00%
Last Bull Market
11.15%
0.00%
Last Bear Market
-11.07%
0.00%

Annual Total Return (%) History

Year
BLPCX
Category
2025
--
--
2024
10.50%
--
2023
13.01%
--
2022
-14.17%
--
2021
13.02%
--
2020
12.31%
--
2019
18.63%
--
2018
-5.27%
--

2017
15.77%
--
2016
5.18%
--
2015
-0.21%
--
2014
5.80%
--
2013
17.21%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.47% -- -- --
2024 5.06% 0.99% 6.08% -1.82%
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 56
1-Month 49
3-Month 72
1-Year 30
3-Year 32
5-Year 41

Load Adjusted Returns

1-Year 8.47%
3-Year 6.57%
5-Year 7.92%
10-Year 6.15%

Performance & Risk

YTD Return 3.21%
5y Average Return 8.28%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family American Funds
Net Assets 14.26B
YTD Return 0.70%
Yield 1.46%
Morningstar Rating
Inception Date Jul 13, 2018

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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