About BLPDX
American Funds Moderate Growth and Income Portfolio Class F-3 is a diversified mutual fund designed to offer a balanced approach to both capital appreciation and current income. This fund strategically invests in an array of underlying American Funds, combining equity and fixed income holdings to create a moderate risk profile suitable for investors seeking a core, globally diversified allocation. Its asset mix generally includes a blend of large-cap stocks, growth-and-income funds, and bonds, with notable exposure to sectors such as information technology, financials, health care, industrials, and consumer discretionary. Managed by Capital Research and Management Company, the fund draws upon active management and in-depth research to navigate changing market conditions while maintaining a balance between risk and return. With an expense ratio that is lower than the category average, it is often positioned as an institutional share class making it accessible for retirement plans and other large-scale investment pools. The fund’s overarching goal is to generate a reliable stream of income while seeking long-term growth, supporting the needs of investors who prioritize both stability and potential for appreciation in a single, professionally managed solution.
Fund Family Capital Group
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol BLPDX
Share Class Class F-3
Index S&P 500 TR
BLPDX had a total return of 7.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.14%.
