American Funds Moderate Growth and Income Portfolio - Class 529-T
American Funds Moderate Growth and Income Portfolio - Class 529-T (TBPBX)
The American Funds Moderate Growth and Income Portfolio - Class 529-T (TBPBX) is a mutual fund that aims to provide investors with a balanced approach to growth and income. This fund invests in a mix of stocks and bonds, with a focus on companies that have the potential for moderate growth and stable dividends. The "529-T" in the name indicates that this fund is specifically designed for college savings plans, making it a popular choice for parents and guardians looking to save for their children's education. With a diverse portfolio and a long-term investment strategy, TBPBX offers a solid option for those seeking a balanced and steady return on their investment.
TBPBX Mutual Fund Chart & Stats
- Sub-Category
- Asset Allocation
- Total Liabilities
- $11.13M
- Expense Ratio
- 0.69%
- Holding Count
- 13
- Brand
- American Funds Portfolio Series
- Category
- Balanced
- Total Assets
- 17.09B
- Shares Outstanding
- N/A
Top 10 Holdings
| Name | Weight % |
|---|---|
| RLBGXAmerican Balanced Fund, Cl R-6 Shs | 21.01% |
| RGBGXAmerican Funds Global Balanced Fd Cl R-6 | 15.14% |
| RWMGXWashington Mutual Investors Fund Cl R-6 Shs | 12.09% |
| RIDGXThe Income Fund of America, Class R-6 Shares | 10.10% |
| RWIGXCapital World Growth and Income Fund Class R-6 Shares | 10.07% |
| RNPGXNew Perspective Fund, Class R-6 Shares | 5.02% |
| RMDUXAmerican Funds Multi-Sector Income Fund Class R-6 | 4.88% |
| RLLGXSMALLCAP World Fund, Inc. Cl R-6 | 4.88% |
| RBFGXThe Bond Fund of America, Class R-6 Shares | 4.87% |
| RANGXAmerican Funds Strategic Bond Fund Class R-6 | 4.86% |
| Total | 92.93% |
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