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American Funds Moderate Growth and Income Portfolio Class A BLPAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BLPAX | Replication |
|---|---|---|
| Annualized growth | 7.1% | 7.6% |
| Annualized volatility | 10.5% | 10.0% |
| Sharpe ratio | 0.71 | 0.78 |
| Maximum drawdown | 20.6% | 19.2% |
| Replication fit (R²) | 0.95 · Tracking error 2.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model BLPAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VCIT | FI · IG Credit | 32.1% |
| VOO | US Large Cap | 31.1% |
| VTV | Style · Value | 16.0% |
| VTI | US Broad Market | 10.5% |
| MBB | FI · MBS | 10.4% |