American Funds Moderate Gr & Inc A (BLPAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
As of 08:05AM EDT. Market open.
American Funds Moderate Gr & Inc A
Los Angeles, CA 90071
333 South Hope Street
American Funds Portfolio Series
213-486-9200
Management information
Andrew B. Suzman,Lead manager since 17 May 2012
Andrew B. Suzman is an equity portfolio manager at Capital Group. He also serves on the Portfolio Oversight Committee. He has 25 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Andrew covered global real-estate companies, U.S. merchandising, and Australian industrials and banks. He holds an MBA from Harvard Business School and a bachelor’s degree in political economy from Tulane University. Andrew is based in New York.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--50% to 70% Equity
Fund familyAmerican Funds
Net assets13.78B
YTD return5.24%
Yield2.11%
Morningstar rating★★★★
Inception date17 May 2012
Fund operations
Last dividend0.05
Last cap gain4.00
Holdings turnover9.00%
Average for categoryN/A
Fees and expenses
ExpenseBLPAXCategory average
Annual report expense ratio (net)0.70%0.84%
Prospectus net expense ratio0.70%N/A
Prospectus gross expense ratio0.70%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.