About CBBGX
American Funds Moderate Growth and Income Portfolio is a multi-asset mutual fund designed to deliver a balance of current income and long-term capital growth for investors. The portfolio invests in a mix of prominent American Funds, providing broad exposure to both stocks and bonds across global markets. Typically, it maintains a substantial allocation to equities—both U.S. and international—alongside fixed income instruments, which helps moderate overall risk without sacrificing growth potential. Sector exposures are diverse, spanning information technology, financials, healthcare, consumer sectors, and more, with a significant emphasis on quality and income-generating securities. Managed by Capital Research and Management Company, a well-respected firm with a rigorous, research-driven approach, the fund’s structure and underlying holdings are actively adjusted to suit evolving market conditions. Its diversified nature and core blend of assets make it a notable choice for retirement plans and investors seeking a single, comprehensive portfolio with disciplined risk management and reliable dividend payouts throughout the year. With a substantial asset base and multiple underlying fund holdings, it plays an important role in delivering stability and moderate growth within the global moderate allocation category.
Fund Family Capital Group
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CBBGX
Share Class Class Able-f-2
Index S&P 500 TR
CBBGX had a total return of 18.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.88%.
