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American Funds Moderate Growth And Income Portfolio - Class F-3: (MF: BLPDX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:40 PM ET

$19.76 USD

0.00 (NA)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.42 51
3 months 4.70 53
6 months 9.76 44
1 Year 18.72 26
3 Year 15.56 49
5 Year 8.91 81
10 Year NA NA

* 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 Feb 28, 2026

1 Year 17.40
5 Year 8.20
10 Year NA
Since Inception 9.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.80 8.25 4.56 2.88
2024 5.30 1.31 6.32 -1.55
2023 3.48 3.50 -3.18 10.07
2022 -4.93 -10.80 -5.96 8.78
2021 3.39 5.13 -0.51 5.65

Annual Return

202620252024202320222021202020192018
% Total Return 4.4217.4011.6714.14-13.2614.2513.4919.90-4.28
% Total Return Rel to Index 1.06-0.81-13.35-12.104.94-14.42-4.90-11.580.10
% Total Return Rel to Peer -0.392.34-4.17-1.13-2.47-10.085.29-5.733.27
% Perf Quintile vs Peer* 3.002.000.003.004.005.002.005.001.00
% Dividends 0.000.510.450.420.370.320.340.340.33
% Yield 0.002.362.372.772.271.601.922.052.27
Capital Gains ($) 0.000.760.250.010.580.660.130.300.35
Expense Ratio 0.000.010.010.010.010.010.010.010.01

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