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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
Investment Information
- Min Initial Investment
- 250
- Min Initial Investment, IRA
- 0.25
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- --
Broker Availability
- Commonwealth Universe
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.
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 |
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 |
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