CBPCX Mutual Fund
CBPCX Mutual Fund
CBPCX Mutual Fund
American Funds Moderate Growth and Income Portfolio - Class 529-C
CBPCX Mutual Fund Overview
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 14 positions across various sectors. Inception date: 2012-05-18.
CBPCX performance shows a YTD return of 4.74%. The 1-year return is 8.09% and the 5-year return is 6.51%. CBPCX dividend yield stands at 5.16%, paid quarterly.
CBPCX 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 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.