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American Funds Moderate Growth And Income Portfolio - Class A: (MF: BLPAX)

(NASDAQ Mutual Funds) As of Jul 27, 2026 05:33 PM ET

$21.06 USD

+0.04 (0.19%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.90 67
3 months 9.04 64
6 months 7.90 67
1 Year 15.91 71
3 Year 14.36 66
5 Year 7.74 79
10 Year 9.25 80

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jun 30, 2026

1 Year 9.60
5 Year 6.54
10 Year 8.64
Since Inception 8.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.04 9.04 NA NA
2025 0.68 8.17 4.49 2.80
2024 5.24 1.17 6.24 -1.59
2023 3.48 3.42 -3.32 10.05
2022 -5.00 -10.87 -6.10 8.68
2021 3.26 5.05 -0.53 5.55

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.9017.0011.3313.87-13.5913.8913.1319.51-4.6116.695.90
% Total Return Rel to Index -3.64-1.21-13.69-12.374.61-14.78-5.26-11.97-0.22-5.10-6.03
% Total Return Rel to Peer -1.361.94-4.51-1.41-2.80-10.444.92-6.122.94-0.71-5.42
% Perf Quintile vs Peer* 4.002.004.003.004.005.002.005.002.003.005.00
% Dividends 0.150.450.400.370.320.260.290.290.280.220.21
% Yield 0.222.072.062.421.951.301.631.741.911.401.53
Capital Gains ($) 0.000.760.250.010.580.660.130.300.350.290.26
Expense Ratio 0.310.310.320.320.330.340.330.350.350.350.35

* 1 = Top 20%, 5 = Bottom 20%