American Funds Moderate Growth and Income Portfolio - Class F-1 (BLPFX) Research

This portfolio strategically invests in a variety of American Funds, utilizing diverse combinations and allocations. The underlying investments encompass a broad range of strategies, such as growth, growth-and-income, equity-income, balanced, and fixed-income approaches. Typically, through these underlying holdings, the fund maintains at least 45% of its net assets in common equities and other stock-related investments. Furthermore, a minimum of 25% of its net asset value is allocated to bonds and other debt instruments, including money market securities. The portfolio also includes inherent exposure to common stocks with a growth orientation.

Market snapshot

Symbol
BLPFX
Price
$21.36
Day change
+0.56%
Market cap
$17.2B
52-week range
19.08-21.43
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Causeway International Value Fund Class Institutional (CIVIX)
  • Columbia Funds Series Trust I - Columbia Contrarian Core Fund (COFYX)
  • Columbia Fds Srs Tr I, Strategic Income Fd Cl A (COSIX)
  • American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX)
  • American Funds 2060 Target Date Retirement Fund Class F-1 (FAWTX)
  • American Funds Growth and Income Portfolio Class F-1 (GAIFX)
  • American Funds Conservative Growth and Income Portfolio - Class F-1 (INPFX)
  • T. Rowe Price New Income Fund I Class (PRXEX)

Open American Funds Moderate Growth and Income Portfolio - Class F-1 (BLPFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.