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American Funds Moderate Growth And Income Portfolio - Class C: (MF: BLPCX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$17.71 USD
-0.01 (-0.06%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.50 | 84 |
| 3 months | 6.75 | 68 |
| 6 months | 8.43 | 84 |
| 1 Year | 12.68 | 77 |
| 3 Year | 2.96 | 92 |
| 5 Year | 7.27 | 88 |
| 10 Year | 6.48 | 89 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 11.34 |
| 5 Year | 6.80 |
| 10 Year | 6.08 |
| Since Inception | 7.52 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.05 | 0.99 | NA | NA |
| 2023 | 3.26 | 3.25 | -3.47 | 9.81 |
| 2022 | -5.12 | -11.06 | -6.20 | 8.42 |
| 2021 | 3.07 | 4.89 | -0.72 | 5.31 |
| 2020 | -12.91 | 12.65 | 4.82 | 9.20 |
| 2019 | 8.47 | 2.79 | 0.24 | 6.12 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.50 | 13.02 | -14.19 | 13.04 | 12.30 | 18.62 | -5.27 | 15.75 | 5.15 | -0.23 | 5.83 |
| % Total Return Rel to Index | -8.20 | -13.22 | 4.01 | -15.64 | -6.09 | -12.87 | -0.88 | -6.03 | -6.77 | -1.62 | -7.81 |
| % Total Return Rel to Peer | -3.79 | -2.25 | -3.40 | -11.29 | 4.09 | -7.02 | 2.28 | -1.65 | -6.16 | 2.98 | -3.06 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 5.00 | 2.00 | 4.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.07 | 0.25 | 0.20 | 0.13 | 0.18 | 0.18 | 0.17 | 0.11 | 0.11 | 0.10 | 0.11 |
| % Yield | 0.40 | 1.52 | 1.21 | 0.65 | 1.01 | 1.11 | 1.19 | 0.73 | 0.84 | 0.74 | 0.83 |
| Capital Gains ($) | 0.00 | 0.01 | 0.58 | 0.66 | 0.13 | 0.30 | 0.35 | 0.29 | 0.26 | 0.27 | 0.09 |
| Expense Ratio | 1.06 | 1.06 | 1.06 | 1.06 | 1.07 | 1.08 | 1.08 | 1.11 | 1.12 | 1.11 | 1.12 |
* 1 = Top 20%, 5 = Bottom 20%