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Nasdaq - Delayed Quote USD

American Funds Moderate Growth and Income Portfolio (CBAFX)

16.86
-0.13
(-0.77%)
At close: 8:00:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.72%
5y Average Return 8.68%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 7, 2025) 19.75%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 19.75%
Worst 3Y Total Return 3.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBAFX
Category
YTD
0.72%
9.69%
1-Month
-2.41%
0.91%
3-Month
0.72%
5.21%
1-Year
6.71%
27.06%
3-Year
5.26%
11.00%
5-Year
10.43%
10.26%
10-Year
7.24%
8.34%
Last Bull Market
11.68%
15.58%
Last Bear Market
-10.83%
-12.16%

Annual Total Return (%) History

Year
CBAFX
Category
2025
--
--
2024
11.53%
--
2023
13.99%
--
2022
-13.43%
--
2021
14.04%
--
2020
13.42%
11.72%
2019
19.75%
19.23%
2018
-4.40%
-5.76%

2017
16.87%
13.21%
2016
6.08%
7.34%
2015
0.73%
-1.93%
2014
6.74%
6.21%
2013
18.36%
16.48%
2012
--
11.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.72% -- -- --
2024 5.26% 1.27% 6.27% -1.55%
2023 3.51% 3.45% -3.29% 10.07%
2022 -4.97% -10.83% -6.06% 8.75%
2021 3.31% 5.14% -0.55% 5.57%
2020 -12.70% 12.97% 5.04% 9.48%
2019 8.77% 3.08% 0.41% 6.37%
2018 -0.33% 0.94% 2.11% -6.95%
2017 5.04% 3.59% 3.66% 3.62%
2016 1.35% 2.27% 2.78% -0.42%

2015 1.87% -0.40% -4.30% 3.73%
2014 1.55% 3.39% -0.44% 2.12%
2013 5.38% 1.01% 4.76% 6.14%
2012 4.72% 2.00% -- --

Rank in Category (By Total Return)

YTD 25
1-Month 40
3-Month 25
1-Year 21
3-Year 24
5-Year 39

Load Adjusted Returns

1-Year 6.71%
3-Year 5.26%
5-Year 10.43%
10-Year 7.24%

Performance & Risk

YTD Return -5.72%
5y Average Return 8.68%
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 0.72%
Yield 2.35%
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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