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
| ISIN | US02630Y2651 |
|---|---|
| CUSIP | 02630Y265 |
| Issuer | American Funds |
| Inception Date | May 18, 2012 |
| Region | Global (Broad) |
| Category | Diversified Portfolio |
| Min. Investment | $250 |
| Home Page | www.capitalgroup.com |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
BLPAX features an expense ratio of 0.66%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds Moderate Growth and Income Portfolio Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds Moderate Growth and Income Portfolio Class A had a return of 12.71% year-to-date (YTD) and 22.21% in the last 12 months. Over the past 10 years, American Funds Moderate Growth and Income Portfolio Class A had an annualized return of 7.42%, while the S&P 500 had an annualized return of 11.39%, indicating that American Funds Moderate Growth and Income Portfolio Class A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.71% | 25.45% |
| 1 month | -0.48% | 2.91% |
| 6 months | 7.09% | 14.05% |
| 1 year | 22.21% | 35.64% |
| 5 years (annualized) | 8.16% | 14.13% |
| 10 years (annualized) | 7.42% | 11.39% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.18% | 2.32% | 2.68% | -3.18% | 2.99% | 1.47% | 2.37% | 2.09% | 1.66% | -1.81% | 12.71% | ||
| 2023 | 4.50% | -3.10% | 2.20% | 1.28% | -1.33% | 3.49% | 2.18% | -1.83% | -3.63% | -1.88% | 6.93% | 4.88% | 13.87% |
| 2022 | -3.72% | -1.90% | 0.59% | -5.92% | 1.33% | -6.52% | 4.43% | -3.07% | -7.22% | 4.95% | 6.28% | -2.57% | -13.60% |
| 2021 | -0.47% | 1.47% | 2.25% | 3.01% | 1.54% | 0.43% | 0.87% | 1.61% | -2.96% | 3.61% | -1.64% | 3.55% | 13.87% |
| 2020 | -0.39% | -4.27% | -8.50% | 7.48% | 3.37% | 1.57% | 3.69% | 3.30% | -1.97% | -1.95% | 8.29% | 3.08% | 13.16% |
| 2019 | 5.04% | 1.69% | 1.79% | 1.91% | -3.42% | 4.61% | 0.13% | -0.53% | 0.76% | 1.80% | 1.96% | 2.49% | 19.53% |
| 2018 | 3.65% | -2.93% | -0.97% | 0.41% | 0.47% | 0.01% | 1.89% | -0.07% | 0.23% | -4.92% | 1.47% | -3.61% | -4.59% |
| 2017 | 2.13% | 1.86% | 0.95% | 1.38% | 1.86% | 0.20% | 2.11% | 0.21% | 1.27% | 1.36% | 1.14% | 1.09% | 16.71% |
| 2016 | -2.96% | -0.48% | 4.90% | 1.15% | 0.23% | 0.83% | 2.49% | -0.07% | 0.33% | -1.40% | -0.07% | 1.02% | 5.93% |
| 2015 | -0.30% | 3.10% | -0.93% | 1.41% | 0.07% | -1.88% | 1.57% | -4.20% | -1.68% | 5.18% | -0.15% | -1.24% | 0.62% |
| 2014 | -1.97% | 3.53% | 0.04% | 0.62% | 1.78% | 0.93% | -1.44% | 2.45% | -1.36% | 1.29% | 1.73% | -0.41% | 7.28% |
| 2013 | 2.83% | 0.53% | 1.83% | 2.35% | 0.43% | -1.69% | 3.20% | -2.10% | 3.67% | 3.07% | 1.61% | 1.26% | 18.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BLPAX is 73, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
American Funds Moderate Growth and Income Portfolio Class A provided a 2.13% dividend yield over the last twelve months, with an annual payout of $0.40 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.40 | $0.38 | $0.32 | $0.27 | $0.30 | $0.29 | $0.28 | $0.23 | $0.22 | $0.20 | $0.38 | $0.21 |
Dividend yield | 2.13% | 2.25% | 2.14% | 1.43% | 1.75% | 1.89% | 2.08% | 1.52% | 1.65% | 1.56% | 2.86% | 1.68% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.22 | |
| 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 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.24 | $0.38 |
| 2013 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.21 |
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.
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 23.21%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.
The current American Funds Moderate Growth and Income Portfolio Class A drawdown is 0.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.21% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -20.65% | Jan 5, 2022 | 196 | Oct 14, 2022 | 339 | Feb 22, 2024 | 535 |
| -12.18% | Jan 29, 2018 | 229 | Dec 24, 2018 | 70 | Apr 5, 2019 | 299 |
| -10% | Apr 27, 2015 | 202 | Feb 11, 2016 | 79 | Jun 6, 2016 | 281 |
| -5.72% | May 22, 2013 | 23 | Jun 24, 2013 | 28 | Aug 2, 2013 | 51 |
Volatility
Volatility Chart
The current American Funds Moderate Growth and Income Portfolio Class A volatility is 2.19%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.