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Nasdaq - Delayed Quote USD

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

17.11
-0.70
(-3.93%)
At close: 8:00:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.99%
5y Average Return 9.41%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2025) 19.49%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 19.49%
Worst 3Y Total Return 3.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BLPFX
Category
YTD
0.67%
9.69%
1-Month
-2.46%
0.91%
3-Month
0.67%
5.21%
1-Year
6.45%
27.06%
3-Year
5.04%
11.00%
5-Year
10.20%
10.26%
10-Year
7.02%
8.34%
Last Bull Market
11.58%
15.58%
Last Bear Market
-10.89%
-12.16%

Annual Total Return (%) History

Year
BLPFX
Category
2025
--
--
2024
11.26%
--
2023
13.79%
--
2022
-13.57%
--
2021
13.76%
--
2020
13.15%
11.72%
2019
19.49%
19.23%
2018
-4.64%
-5.76%

2017
16.66%
13.21%
2016
5.89%
7.34%
2015
0.55%
-1.93%
2014
6.55%
6.21%
2013
18.11%
16.48%
2012
--
11.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.67% -- -- --
2024 5.23% 1.17% 6.28% -1.66%
2023 3.47% 3.41% -3.33% 10.02%
2022 -4.96% -10.89% -6.11% 8.69%
2021 3.25% 5.04% -0.54% 5.47%
2020 -12.76% 12.91% 4.98% 9.42%
2019 8.72% 2.96% 0.42% 6.30%
2018 -0.38% 0.89% 2.05% -7.03%
2017 5.01% 3.46% 3.68% 3.56%
2016 1.32% 2.23% 2.73% -0.49%

2015 1.84% -0.44% -4.34% 3.68%
2014 1.51% 3.34% -0.41% 1.99%
2013 5.29% 1.04% 4.72% 6.02%
2012 4.70% 1.97% -- --

Rank in Category (By Total Return)

YTD 25
1-Month 42
3-Month 25
1-Year 25
3-Year 30
5-Year 45

Load Adjusted Returns

1-Year 6.45%
3-Year 5.04%
5-Year 10.20%
10-Year 7.02%

Performance & Risk

YTD Return -4.99%
5y Average Return 9.41%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 14.28B
YTD Return 0.67%
Yield 2.16%
Morningstar Rating
Inception Date May 18, 2012

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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