American Funds Moderate Growth and Income Portfolio Class A (BLPAX)
The American Funds Moderate Growth and Income Portfolio (BLPAX) is a mutual fund managed by American Funds, a leading provider of investment products and services. The fund is designed for investors who are looking to achieve a balance between the potential for growth and risk management.
The portfolio is composed of a mix of global stocks and bonds, which helps diversify the holdings and reduce the impact of volatility on the fund's overall performance. By offering exposure to various assets, the fund aims to provide investors with the opportunity to pursue their future financial goals while also helping to manage risk.
Fund Info
US02630Y2651
02630Y265
May 18, 2012
Global (Broad)
$250
Large-Cap
Blend
Expense Ratio
BLPAX has an expense ratio of 0.66%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
American Funds Moderate Growth and Income Portfolio Class A (BLPAX) returned 4.68% year-to-date (YTD) and 8.43% over the past 12 months. Over the past 10 years, BLPAX returned 5.13% annually, underperforming the S&P 500 benchmark at 10.86%.
BLPAX
4.68%
7.23%
3.04%
8.43%
7.51%
7.17%
5.13%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
Monthly Returns
The table below presents the monthly returns of BLPAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.99% | 0.22% | -2.45% | 0.22% | 3.74% | 4.68% | |||||||
| 2024 | 0.18% | 2.32% | 2.67% | -3.18% | 2.99% | 1.47% | 2.37% | 2.09% | 1.66% | -1.81% | 2.39% | -3.44% | 9.81% |
| 2023 | 4.50% | -3.10% | 2.20% | 1.28% | -1.33% | 3.49% | 2.18% | -1.83% | -3.63% | -1.88% | 6.93% | 4.83% | 13.82% |
| 2022 | -3.72% | -1.90% | 0.59% | -5.92% | 1.33% | -6.52% | 4.43% | -3.07% | -7.22% | 4.94% | 6.28% | -6.19% | -16.81% |
| 2021 | -0.47% | 1.47% | 2.25% | 3.01% | 1.54% | 0.43% | 0.87% | 1.61% | -2.96% | 3.61% | -1.64% | 0.01% | 9.97% |
| 2020 | -0.39% | -4.27% | -8.50% | 7.48% | 3.37% | 1.57% | 3.69% | 3.30% | -1.97% | -1.95% | 8.29% | 2.24% | 12.23% |
| 2019 | 5.04% | 1.69% | 1.79% | 1.91% | -3.42% | 4.61% | 0.13% | -0.53% | 0.76% | 1.80% | 1.97% | 0.55% | 17.26% |
| 2018 | 3.65% | -2.93% | -0.97% | 0.41% | 0.47% | 0.01% | 1.89% | -0.07% | 0.23% | -4.92% | 1.47% | -6.08% | -7.04% |
| 2017 | 2.13% | 1.86% | 0.95% | 1.38% | 1.86% | 0.20% | 2.11% | 0.21% | 1.27% | 1.36% | 1.14% | -0.86% | 14.46% |
| 2016 | -2.95% | -0.48% | 4.91% | 1.15% | 0.23% | 0.83% | 2.49% | -0.07% | 0.32% | -1.40% | -0.07% | -0.96% | 3.85% |
| 2015 | -0.30% | 3.10% | -0.93% | 1.41% | 0.07% | -1.88% | 1.57% | -4.20% | -1.68% | 5.18% | -0.15% | -3.29% | -1.46% |
| 2014 | -1.97% | 3.53% | 0.03% | 0.62% | 1.78% | 0.93% | -1.43% | 2.45% | -1.36% | 1.29% | 1.73% | -0.41% | 7.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BLPAX is 69, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
American Funds Moderate Growth and Income Portfolio Class A provided a 2.15% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.41 | $0.40 | $0.38 | $0.32 | $0.27 | $0.30 | $0.29 | $0.28 | $0.23 | $0.22 | $0.20 | $0.38 |
Dividend yield | 2.15% | 2.22% | 2.25% | 2.14% | 1.43% | 1.75% | 1.89% | 2.08% | 1.52% | 1.65% | 1.56% | 2.86% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds Moderate Growth and Income Portfolio Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | |||||||
| 2024 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.19 | $0.40 |
| 2023 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.18 | $0.38 |
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.13 | $0.32 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.10 | $0.27 |
| 2020 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.14 | $0.30 |
| 2019 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.13 | $0.29 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.12 | $0.28 |
| 2017 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.23 |
| 2016 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.10 | $0.22 |
| 2015 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.09 | $0.20 |
| 2014 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.24 | $0.38 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds Moderate Growth and Income Portfolio Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds Moderate Growth and Income Portfolio Class A was 23.27%, occurring on Oct 14, 2022. Recovery took 438 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.27% | Dec 29, 2021 | 201 | Oct 14, 2022 | 438 | Jul 16, 2024 | 639 |
| -23.21% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -12.46% | Jan 29, 2018 | 235 | Jan 3, 2019 | 125 | Jul 3, 2019 | 360 |
| -11.86% | Apr 27, 2015 | 202 | Feb 11, 2016 | 117 | Jul 29, 2016 | 319 |
| -10.35% | Feb 20, 2025 | 34 | Apr 8, 2025 | 28 | May 19, 2025 | 62 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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