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American Funds Moderate Gr & Inc F-3 BLPDX

Analyst rating as of
NAV / 1-Day Return
16.11  /  0.37 %
Total Assets
12.2 Bil
Adj. Expense Ratio
0.010%
Expense Ratio
0.330%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.04%
Turnover
11%

Morningstar’s Analysis BLPDX

Will BLPDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Increased team resources support an upgrade.

Summary

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The American Funds Growth and Income series of three portfolios is chock full of stellar underlying funds, and its management team has made considerable strides in refining its approach to building multi-asset portfolios, supporting an upgrade of its People rating to High from Above Average. Its cheapest share classes receive a Morningstar Analyst Rating upgrade to Gold from Silver, while its more-expensive share classes range from Silver to Bronze.

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