American Funds Moderate Growth and Income Portfolio - Class F-1

Frequently Asked Questions About BLPFX

What does BLPFX invest in?

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.

What is the expense ratio of BLPFX?

American Funds Moderate Growth and Income Portfolio - Class F-1 (BLPFX) charges an expense ratio of 0.70%. This is the annual fee deducted from fund assets to cover management and operations.

What is BLPFX's dividend yield?

BLPFX's trailing-twelve-month yield is 5.73%, calculated from the sum of dividends over the past year divided by the current price.

How big is BLPFX?

American Funds Moderate Growth and Income Portfolio - Class F-1 (BLPFX) manages $17.35B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BLPFX actively managed or an index fund?

BLPFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BLPFX launched?

American Funds Moderate Growth and Income Portfolio - Class F-1 (BLPFX) launched in May 2012 and is managed by Capital Group.