BLPDX Mutual Fund
BLPDX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class F-3
BLPDX Mutual Fund Overview
BLPDX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class F-3) is managed by American Funds. BLPDX expense ratio is 0.35%, holding 13 positions across sectors including Unknown. Inception date: 2017-01-27.
BLPDX performance shows a YTD return of 7.45%. The 1-year return is 16.25% and the 5-year return is 8.05%. BLPDX dividend yield stands at 6.03%, paid quarterly.
BLPDX top holdings include American Balanced Fund R6 (Ambal Cl R6) (21.0%), American Funds Global Balanced Fund R6 (gbal Cl R6) (15.0%), Washington Mutual Investors Fund R6 (wmif Cl R6) (12.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (10.0%), The Income Fund Of America, Class R-6 (10.0%). View all BLPDX holdings, sector breakdown, or dividend history.
BLPDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BLPDX alternatives are available via the screener, along with tax-loss harvesting opportunities.