Morningstar

American Funds Moderate Gr & Inc F-2 BLPEX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 18.83  /  0.00
  • Total Assets 14.7 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.33%
  • Turnover 9%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis BLPEX

Will BLPEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BLPEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BLPEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BLPEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A triple crown of High pillars.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

The American Funds Growth and Income series’ distinctive objectives-based approach is grounded in deep multi-asset research and stands out among peers, supporting a Process upgrade to High from Above Average. Combined with well-resourced managers and excellent underlying funds, this series is a top pick for investors seeking a mix of growth and income. The series’ three portfolios are available as model portfolios, separate accounts, and mutual funds.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings BLPEX

More BLPEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds American Balanced R6

25.34 3.5 Bil
—

American Funds Washington Mutual R6

15.35 2.1 Bil
—

American Funds Global Balanced R6

14.86 2.1 Bil
—

American Funds Capital World Gr&Inc R6

10.14 1.4 Bil
—

American Funds Income Fund of Amer R6

9.89 1.4 Bil
—

American Funds New Perspective R6

5.22 724.5 Mil
—

American Funds SMALLCAP World R6

4.83 669.7 Mil
—

American Funds Multi-Sector Income R-6

4.82 668.3 Mil
—

American Funds Bond Fund of Amer R6

4.79 664.3 Mil
—

American Funds Strategic Bond R-6

4.78 662.9 Mil
—

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