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American Funds Moderate Growth And Income Portfolio - Class 529-e: (MF: CBAEX)

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

$19.70 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 4.33 53
3 months 4.55 55
6 months 9.39 47
1 Year 17.98 32
3 Year 14.88 58
5 Year 8.29 86
10 Year 9.36 86

* 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 16.66
5 Year 7.57
10 Year 8.52
Since Inception 8.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.62 8.06 4.42 2.73
2024 5.14 1.16 6.18 -1.66
2023 3.36 3.36 -3.34 9.92
2022 -5.00 -10.96 -6.12 8.61
2021 3.22 4.99 -0.60 5.43

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.3316.6611.0513.51-13.7613.5812.8619.19-4.8616.355.60
% Total Return Rel to Index 1.07-1.55-13.96-12.734.44-15.10-5.53-12.29-0.47-5.44-6.33
% Total Return Rel to Peer -0.381.60-4.78-1.77-2.97-10.754.65-6.452.69-1.06-5.71
% Perf Quintile vs Peer* 3.003.000.003.004.005.002.005.002.004.005.00
% Dividends 0.000.390.350.330.280.210.250.250.240.180.17
% Yield 0.001.871.852.201.731.101.441.561.711.201.28
Capital Gains ($) 0.000.760.250.010.580.660.130.300.350.290.26
Expense Ratio 0.000.590.590.600.590.590.590.610.620.640.66

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