CBPCX Mutual Fund

CBPCX Mutual Fund (American Funds Moderate Growth and Income Portfolio - Class 529-C) is managed by American Funds. CBPCX expense ratio is 1.44%, holding 13 positions across various sectors. Inception date: 2012-05-18.

CBPCX performance shows a YTD return of 6.13%. The 1-year return is 13.94% and the 5-year return is 6.57%. CBPCX dividend yield stands at 4.97%, paid quarterly.

CBPCX top holdings include American Balanced Fund R6 (Ambal Cl R6) (21.1%), American Funds Global Balanced Fund R6 (gbal Cl R6) (14.8%), Washington Mutual Investors Fund R6 (wmif Cl R6) (12.1%), Capital World Growth & Income Fund R6 (Wgi Cl R6) (10.1%), The Income Fund Of America, Class R-6 (9.8%). Go to all CBPCX holdings, CBPCX sectors, or CBPCX dividends.

CBPCX can be compared against other funds. Use CBPCX overlap to find shared positions, or CBPCX vs another fund for a side-by-side view. CBPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.