Nasdaq - Delayed Quote USD

American Funds Moderate Gr & Inc F-1 (BLPFX)

18.63
-0.01
(-0.05%)
At close: 6:45:07 PM EDT
Loading Chart for BLPFX
  • Previous Close 18.64
  • YTD Return 0.90%
  • Expense Ratio 0.70%
  • Category --
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 14.26B
  • Beta (5Y Monthly) 0.96
  • Yield 2.15%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.05
  • Inception Date Jul 13, 2018

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

--

Fund Category

14.26B

Net Assets

2018-07-13

Inception Date

Performance Overview: BLPFX

View More

Trailing returns as of 5/22/2025.

YTD Return

BLPFX
0.90%
Category
0.00%
 

1-Year Return

BLPFX
10.18%
Category
0.00%
 

3-Year Return

BLPFX
7.30%
Category
0.00%
 

5-Year Return

BLPFX
8.66%
Category
0.00%
 

People Also Watch

Holdings: BLPFX

View More

Sector Weightings

SectorBLPFX
Technology   18.80%
Healthcare   13.90%
Industrials   12.65%
Energy   4.59%
Utilities   3.10%
Real Estate   1.97%

Recent News: BLPFX

View More

Research Reports: BLPFX

View More

Top Mutual Funds