Nasdaq - Delayed Quote USD
American Funds Moderate Gr & Inc F-1 (BLPFX)
18.63
-0.01
(-0.05%)
At close: 8:00:07 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.49% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 3.51% |
| 5y Average Return | 9.04% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BLPFX | Category Average | BLPFX | Category Average | BLPFX | Category Average | |
| Alpha | 0.98 | -- | 1.11 | -- | 0.81 | -- |
| BETA | 0.96 | -- | 0.99 | -- | 1 | -- |
| Mean Annual Return | 0.65 | -- | 0.75 | -- | 0.6 | -- |
| R-squared | 97.12 | -- | 97.5 | -- | 97.38 | -- |
| Standard Deviation | 11.74 | -- | 11.23 | -- | 10.19 | -- |
| Sharpe Ratio | 0.27 | -- | 0.54 | -- | 0.51 | -- |
| Treynor Ratio | 2.69 | -- | 5.87 | -- | 4.89 | -- |
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