BLPEX Mutual Fund
BLPEX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class F-2
BLPEX Mutual Fund Overview
BLPEX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class F-2) is managed by American Funds. BLPEX expense ratio is 0.45%, holding 13 positions across sectors including Unknown. Inception date: 2012-05-18.
BLPEX performance shows a YTD return of 5.89%. The 1-year return is 16.16% and the 5-year return is 7.94%. BLPEX dividend yield stands at 5.93%, paid quarterly.
BLPEX 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 BLPEX holdings, sector breakdown, or dividend history.
BLPEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BLPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.