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Nasdaq - Delayed Quote USD

American Funds Moderate Gr & Inc 529-C (CBPCX)

17.50
-0.14
(-0.79%)
As of 8:05:12 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.65%
5y Average Return 7.68%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 16, 2025) 18.60%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 18.60%
Worst 3Y Total Return 2.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBPCX
Category
YTD
0.52%
9.69%
1-Month
-2.46%
0.91%
3-Month
0.52%
5.21%
1-Year
5.72%
27.06%
3-Year
4.28%
11.00%
5-Year
9.38%
10.26%
10-Year
6.21%
8.34%
Last Bull Market
11.08%
15.58%
Last Bear Market
-11.05%
-12.16%

Annual Total Return (%) History

Year
CBPCX
Category
2025
--
--
2024
10.47%
--
2023
12.89%
--
2022
-14.23%
--
2021
13.02%
--
2020
12.22%
11.72%
2019
18.60%
19.23%
2018
-5.32%
-5.76%

2017
15.72%
13.21%
2016
4.99%
7.34%
2015
-0.26%
-1.93%
2014
5.69%
6.21%
2013
17.15%
16.48%
2012
--
11.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.52% -- -- --
2024 5.03% 1.04% 6.04% -1.84%
2023 3.25% 3.22% -3.49% 9.75%
2022 -5.18% -11.05% -6.26% 8.48%
2021 3.11% 4.87% -0.74% 5.31%
2020 -12.91% 12.61% 4.81% 9.16%
2019 8.52% 2.78% 0.15% 6.18%
2018 -0.54% 0.69% 1.86% -7.19%
2017 4.78% 3.28% 3.43% 3.39%
2016 1.07% 2.03% 2.54% -0.71%

2015 1.60% -0.66% -4.47% 3.45%
2014 1.26% 3.17% -0.61% 1.79%
2013 5.10% 0.76% 4.53% 5.82%
2012 4.46% 1.78% -- --

Rank in Category (By Total Return)

YTD 27
1-Month 42
3-Month 27
1-Year 36
3-Year 49
5-Year 65

Load Adjusted Returns

1-Year 4.72%
3-Year 4.28%
5-Year 9.38%
10-Year 6.21%

Performance & Risk

YTD Return -2.65%
5y Average Return 7.68%
Rank in Category (ytd) 27
% 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 0.52%
Yield 1.40%
Morningstar Rating
Inception Date Oct 30, 2020

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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