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Nasdaq - Delayed Quote USD

American Funds Moderate Gr & Inc ABLE-F2 (CBBGX)

17.14
-0.70
(-3.92%)
At close: April 4 at 8:00:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.04%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 3, 2025) 14.24%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 14.24%
Worst 3Y Total Return 3.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBBGX
Category
YTD
0.74%
9.69%
1-Month
-2.39%
0.91%
3-Month
0.74%
5.21%
1-Year
6.80%
27.06%
3-Year
5.40%
11.00%
5-Year
10.57%
10.26%
10-Year
7.37%
8.34%
Last Bull Market
11.78%
15.58%
Last Bear Market
-10.82%
-12.16%

Annual Total Return (%) History

Year
CBBGX
Category
2025
--
--
2024
11.68%
--
2023
14.17%
--
2022
-13.31%
--
2021
14.24%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.74% -- -- --
2024 5.34% 1.23% 6.35% -1.53%
2023 3.53% 3.54% -3.26% 10.10%
2022 -4.90% -10.82% -6.04% 8.78%
2021 3.39% 5.18% -0.52% 5.61%

Rank in Category (By Total Return)

YTD 24
1-Month 39
3-Month 24
1-Year 19
3-Year 22
5-Year 35

Load Adjusted Returns

1-Year 6.80%
3-Year 5.40%
5-Year 10.57%
10-Year 7.37%

Performance & Risk

YTD Return -1.04%
5y Average Return 0.00%
Rank in Category (ytd) 24
% 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 0.74%
Yield 2.44%
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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