Morningstar

American Funds Moderate Growth and Income Portfolio Class ABLE-A CBAGX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 21.31  /  +0.09 %
  • Total Assets 17.3B
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.12%
  • Turnover 4%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CBAGX

Will CBAGX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CBAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A standout target-risk series.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

American Funds Growth and Income series sports a top management team that guides its distinctive objectives-based approach, which is built on robust multi-asset research. This standout series is a great choice for investors seeking capital appreciation and income. The series’ three portfolios are available as model portfolios, separate accounts, and mutual funds.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings CBAGX

More CBAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds American Balanced R6

25.05 4B
—

American Funds Global Balanced R6

15.16 2B
—

American Funds Washington Mutual R6

14.86 2B
—

American Funds Income Fund of Amer R6

10.16 2B
—

American Funds Capital World Gr&Inc R6

9.92 2B
—

American Funds SMALLCAP World R6

5.00 797M
—

American Funds Bond Fund of Amer R6

5.00 797M
—

American Funds Multi-Sector Income R-6

4.99 796M
—

American Funds Strategic Bond R-6

4.97 792M
—

American Funds New Perspective R6

4.92 785M
—

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