American Funds Moderate Growth and Income Portfolio Class R-3 RBACX
Strategy
The investment seeks to provide current income and long-term growth of capital and income. The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds may include growth, growth-and-income, equity-income, balanced and fixed income funds. Normally through its investments in the underlying funds, the fund will maintain at least 45% of the value of its net assets in common stocks and other equity investments and at least 25% of the value of its net assets in bonds and other debt securities (including money market instruments). The fund will have exposure to growth-oriented common stocks.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
BLPEX
| American Funds Moderate Growth and Income Portfolio Class F-2 | No Load | Open | $1.64B | 0.450% | Low | $250 | $42.23M | |||
BLPFX
| American Funds Moderate Growth and Income Portfolio Class F-1 | No Load | Open | $113.25M | 0.700% | Average | $250 | −$9.83M | |||
FPPBX
| American Funds Moderate Growth and Income Portfolio Class 529-F-3 | No Load | Open | $17,522.00 | 0.400% | Low | $250 | $125.63 | |||
FBBPX
| American Funds Moderate Growth and Income Portfolio Class 529-F-2 | No Load | Open | $143.36M | 0.440% | Low | $250 | $3.92M | |||
CBBGX
| American Funds Moderate Growth and Income Portfolio Class ABLE-F-2 | No Load | Open | $1.94M | 0.370% | Low | $250 | $443,894.48 | |||
BLPDX
| American Funds Moderate Growth and Income Portfolio Class F-3 | Institutional | Open | $424.61M | 0.350% | Low | $1M | $9.18M | |||
BLPAX
| American Funds Moderate Growth and Income Portfolio Class A | Front Load | Open | $11.45B | 0.650% | Low | $250 | −$341.41M | |||
CBAAX
| American Funds Moderate Growth and Income Portfolio Class 529-A | Front Load | Open | $786.09M | 0.680% | Low | $250 | −$16.37M | |||
CBAGX
| American Funds Moderate Growth and Income Portfolio Class ABLE-A | Front Load | Open | $19.13M | 0.590% | Low | $250 | $2.51M | |||
CBPCX
| American Funds Moderate Growth and Income Portfolio Class 529-C | Level Load | Open | $35.18M | 1.440% | Below Average | $250 | −$2.83M | |||
BLPCX
| American Funds Moderate Growth and Income Portfolio Class C | Level Load | Open | $727.79M | 1.390% | Below Average | $250 | −$148.36M | |||
CBAEX
| American Funds Moderate Growth and Income Portfolio Class 529-E | Level Load | Open | $18.99M | 0.930% | Low | $250 | −$1.73M | |||
RBAGX
| American Funds Moderate Growth and Income Portfolio Class R-6 | Retirement, Large | Open | $878.05M | 0.350% | Low | $250 | −$36.14M | |||
RBAFX
| American Funds Moderate Growth and Income Portfolio Class R-5 | Retirement, Large | Open | $47.13M | 0.400% | Low | $250 | −$1.18M | |||
RGPFX
| American Funds Moderate Growth and Income Portfolio Class R-5E | Retirement, Large | Open | $43.12M | 0.490% | Below Average | $250 | $3.96M | |||
RBACX
| American Funds Moderate Growth and Income Portfolio Class R-3 | Retirement, Medium | Open | $161.07M | 0.980% | Below Average | $250 | −$19.88M | |||
RBAEX
| American Funds Moderate Growth and Income Portfolio Class R-4 | Retirement, Medium | Open | $87.63M | 0.680% | Low | $250 | −$11.10M | |||
RBABX
| American Funds Moderate Growth and Income Portfolio Class R-2 | Retirement, Small | Open | $139.25M | 1.430% | Above Average | $250 | −$13.34M | |||
RBAAX
| American Funds Moderate Growth and Income Portfolio Class R-1 | Retirement, Small | Open | $12.89M | 1.410% | Above Average | $250 | $514,606.99 | |||
RBBEX
| American Funds Moderate Growth and Income Portfolio Class R-2E | Retirement, Small | Open | $10.24M | 1.150% | Below Average | $250 | $374,508.78 |
United States