BLPEX – Fund Analysis – American Funds Moderate Gr & Inc F-2 | Morningstar

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Will BLPEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BLPEX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the BLPEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of BLPEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A triple crown of High pillars.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

The American Funds Growth and Income series’ distinctive objectives-based approach is grounded in deep multi-asset research and stands out among peers, supporting a Process upgrade to High from Above Average. Combined with well-resourced managers and excellent underlying funds, this series is a top pick for investors seeking a mix of growth and income. The series’ three portfolios are available as model portfolios, separate accounts, and mutual funds.

by Stephen Margaria

Rated on Aug 13, 2024 Published on Aug 13, 2024

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