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American Funds Moderate Growth And Income Portfolio - Class F-2: (MF: BLPEX)

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

$19.79 USD

+0.01 (0.05%)

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 4.41 52
3 months 4.72 53
6 months 9.69 45
1 Year 18.57 27
3 Year 15.45 52
5 Year 8.80 83
10 Year 9.89 82

* 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 17.26
5 Year 8.09
10 Year 9.05
Since Inception 9.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.72 8.21 4.58 2.85
2024 5.27 1.23 6.34 -1.57
2023 3.45 3.53 -3.26 10.09
2022 -4.89 -10.86 -5.97 8.73
2021 3.37 5.09 -0.48 5.55

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.4117.2611.5414.08-13.3414.1313.3619.74-4.3816.926.21
% Total Return Rel to Index 1.05-0.95-13.48-12.164.86-14.55-5.03-11.740.01-4.87-5.72
% Total Return Rel to Peer -0.392.20-4.29-1.20-2.55-10.215.15-5.893.18-0.48-5.10
% Perf Quintile vs Peer* 3.002.000.003.004.005.002.005.001.003.005.00
% Dividends 0.000.490.430.410.350.300.330.320.310.250.24
% Yield 0.002.252.252.652.141.501.811.942.151.591.73
Capital Gains ($) 0.000.760.250.010.580.660.130.300.350.290.26
Expense Ratio 0.000.110.110.110.110.110.110.120.120.130.13

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