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    BLPAX U.S.: Nasdaq

    American Funds Moderate Growth and Income Portfolio;A

    BLPAXUSBack To Top
    Last Updated: May 5, 2021 12:00 a.m. EDT

    $ 18.20

    0.06 0.33%
    Previous Close
    $18.14
    Advanced Charting
    • $
    • %
    • Vol
    14.27 52 Week Range 19.35

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    Overview

    BLPAX Overview

    Lipper Leader

    YTD Lipper Ranking:Quintile 4 (74th percentile)
    • 3 Total Returns
    • 2 Consistent Return
    • 4 Preservation
    • 5 Tax Efficiency
    • 5 Expense

    Lipper Leaders Key

    • Highest
    • 5
    • 4
    • 3
    • 2
    • 1
    • Lowest

    Fund Details

    Category Mix Tgt All Gro
    Portfolio Style Growth & Income
    Fund Status Open
    Fund Inception May 18, 2012
    Manager
    Team Managed

    Investment Policy

    The Fund seeks to provide current income and long-term growth of capital and income. 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 its net assets in bonds and other debt securities.

    Fees & Expenses

    Front load 5.75%
    Deferred load N/A
    Max. redemption fee N/A
    Total expense ratio 0.33%
    12 b-1 0.27%
    Turnover 17%

    Risk Measures

    Alpha 0.02
    Beta 0.60
    Standard deviation 3.26
    R. squared 0.95

    Min. Investment

    Standard (taxable) $250
    IRA $25

    Lipper Ranking & Performance

    Fund Return Category1 Index (S&P 500) % rank in category Quintile rank
    YTD 6.73% 7.90% 11.48% 74% 4
    1yr 30.11% 36.14% 47.72% 81% 5
    3yr2 11.20% 11.35% 18.28% 55% 3
    5yr2 10.88% 11.18% 17.50% 62% 4
    10yr2 N/A 8.63% 14.37% N/A N/A
    • 1Mixed-Asset Target Allocation Growth
    • 23, 5 and 10 Year Returns are Annualized

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    Distributions

    Income dividend $0.05
    Dividend frequency Quarterly
    Capital Gain (2020) $0.14
    Capital Gain (YTD) N/A

    Distribution History

    Date Income Distribution Capital Gains Distribution
    YTD $0.05 -
    2020 $0.30 $0.14
    2019 $0.29 $0.30
    2018 $0.28 $0.35
    2017 $0.22 $0.29
    2016 $0.22 $0.26
    2015 $0.20 $0.27
    2014 $0.21 $0.09
    2013 $0.21 -
    2012 $0.14 -

    Fund Comparison

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