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 6.78%. The 1-year return is 15.10% and the 5-year return is 7.63%. BLPEX dividend yield stands at 5.96%, paid quarterly.
BLPEX top holdings include American Balanced Fund R6 (Ambal Cl R6) (21.0%), American Funds Global Balanced Fund R6 (gbal Cl R6) (15.0%), Washington Mutual Investors Fund R6 (wmif Cl R6) (12.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (10.0%), The Income Fund Of America, Class R-6 (10.0%). 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.