BLPEX Mutual Fund
BLPEX Mutual Fund
BLPEX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class F-2
BLPEX Mutual Fund Overview
BLPEX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class F-2) is managed by American Funds. BLPEX expense ratio is 0.45%, holding 13 positions across various sectors. Inception date: 2012-05-18.
BLPEX performance shows a YTD return of 5.96%. The 1-year return is 8.47% and the 5-year return is 7.00%. BLPEX dividend yield stands at 6.09%, paid quarterly.
BLPEX top holdings include American Balanced Fund (21.0%), American Funds Global Balanced Fund Class R-6 (15.1%), Washington Mutual Investors Fund (12.0%), The Income Fund Of America (10.1%), Capital World Growth and Income Fund (10.1%). Go to all BLPEX holdings, BLPEX sectors, or BLPEX dividends.
BLPEX can be compared against other funds. Use BLPEX overlap to find shared positions, or BLPEX vs another fund for a side-by-side view. BLPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.