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American Funds Moderate Growth And Income Portfolio - Class 529-c: (MF: CBPCX)

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

$19.69 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 4.28 54
3 months 4.45 58
6 months 9.15 50
1 Year 17.46 36
3 Year 14.32 65
5 Year 7.73 91
10 Year 8.79 90

* 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 14.91
5 Year 7.01
10 Year 7.94
Since Inception 8.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.52 7.93 4.29 2.58
2024 5.03 1.03 6.04 -1.82
2023 3.24 3.22 -3.48 9.76
2022 -5.17 -11.05 -6.25 8.45
2021 3.11 4.86 -0.74 5.33

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.2816.0710.4812.90-14.2413.0412.2118.60-5.3215.714.96
% Total Return Rel to Index 1.02-2.14-14.54-13.343.95-15.63-6.18-12.89-0.93-6.08-6.96
% Total Return Rel to Peer -0.431.01-5.36-2.37-3.45-11.294.00-7.042.23-1.69-6.35
% Perf Quintile vs Peer* 3.003.000.003.004.005.002.005.002.004.005.00
% Dividends 0.000.290.250.240.190.110.160.170.160.100.10
% Yield 0.001.401.351.641.180.590.931.071.150.660.77
Capital Gains ($) 0.000.760.250.010.580.660.130.300.350.290.26
Expense Ratio 0.001.101.111.121.111.111.121.131.151.181.21

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