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.
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 | 18.60% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CBPCX | Category Average | CBPCX | Category Average | CBPCX | Category Average | |
| Alpha | 0.37 | -0.01 | 0.6 | -0.01 | 0.14 | -0 |
| BETA | 0.97 | 0.01 | 0.99 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.41 | 0.01 | 0.81 | 0.01 | 0.55 | 0.01 |
| R-squared | 97.51 | 0.93 | 97.77 | 0.92 | 97.45 | 0.92 |
| Standard Deviation | 12.31 | 0.13 | 11.59 | 0.1 | 10.17 | 0.09 |
| Sharpe Ratio | 0.03 | 0.01 | 0.59 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | -0.34 | 0.09 | 6.66 | 0.09 | 4.25 | 0.07 |
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