C
American Funds Moderate Growth and Income Portfolio Class ABLE-F-2 CBBGX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CBBGX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info CBBGX-NASDAQ Click to
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Provider American Funds
Manager/Tenure (Years) Wesley K. Phoa (12), Andrew B. Suzman (12), Michelle J. Black (5), 4 others
Website http://www.americanfunds.com
Fund Information CBBGX-NASDAQ Click to
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Fund Name American Funds Moderate Growth and Income Portfolio Class ABLE-F-2
Category Moderate Allocation
Sub-Category Moderate Allocation
Prospectus Objective Balanced
Inception Date Oct 30, 2020
Open/Closed To New Investors Open
Minimum Initial Investment 250.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee --
Dividends and Shares CBBGX-NASDAQ Click to
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Dividend Yield 2.44%
Dividend CBBGX-NASDAQ Click to
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Dividend Yield (Forward) 2.18%
Asset Allocation CBBGX-NASDAQ Click to
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Cash 3.73%
Stock 66.67%
U.S. Stock 48.92%
Non-U.S. Stock 17.75%
Bond 28.36%
U.S. Bond 22.59%
Non-U.S. Bond 5.77%
Preferred 0.26%
Convertible 0.04%
Other Net 0.93%
Price History CBBGX-NASDAQ Click to
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7-Day Total Return 2.61%
30-Day Total Return -1.41%
60-Day Total Return -2.77%
90-Day Total Return -3.03%
Year to Date Total Return 0.23%
1-Year Total Return 8.73%
2-Year Total Return 23.53%
3-Year Total Return 22.94%
5-Year Total Return 55.80%
Price CBBGX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV CBBGX-NASDAQ Click to
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Nav $18.07
1-Month Low NAV $16.88
1-Month High NAV $18.33
52-Week Low NAV $16.88
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $19.03
52-Week High Price (Date) Dec 06, 2024
Beta / Standard Deviation CBBGX-NASDAQ Click to
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Beta 0.68
Standard Deviation 12.34
Balance Sheet CBBGX-NASDAQ Click to
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Total Assets 14.28B
Operating Ratios CBBGX-NASDAQ Click to
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Expense Ratio 0.38%
Turnover Ratio 9.00%
Performance CBBGX-NASDAQ Click to
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Last Bull Market Total Return 11.78%
Last Bear Market Total Return -10.81%