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American Funds Moderate Growth And Income Portfolio - Class C: (MF: BLPCX)

(NASDAQ Mutual Funds) As of May 8, 2026 05:32 PM ET

$20.93 USD

+0.12 (0.58%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -1.21 59
3 months -1.21 59
6 months 1.35 56
1 Year 14.17 55
3 Year 11.53 75
5 Year 6.16 88
10 Year 7.76 89

* 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 Mar 31, 2026

1 Year 13.03
5 Year 6.16
10 Year 7.76
Since Inception 7.92

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.21 NA NA NA
2025 0.47 7.97 4.32 2.60
2024 5.05 0.99 6.08 -1.81
2023 3.26 3.25 -3.47 9.81
2022 -5.12 -11.06 -6.20 8.42
2021 3.07 4.89 -0.72 5.31

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.2116.1210.5013.02-14.1913.0412.3018.62-5.2715.755.15
% Total Return Rel to Index 3.62-2.09-14.51-13.224.01-15.64-6.09-12.87-0.88-6.03-6.77
% Total Return Rel to Peer -0.371.07-5.33-2.25-3.40-11.294.09-7.022.28-1.65-6.16
% Perf Quintile vs Peer* 3.003.004.003.004.005.002.005.002.004.005.00
% Dividends 0.010.300.260.250.200.130.180.180.170.110.11
% Yield 0.001.411.551.661.210.651.011.111.190.730.84
Capital Gains ($) 0.000.760.250.010.580.660.130.300.350.290.26
Expense Ratio 0.001.051.061.061.061.061.071.081.081.111.12

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