Holdings (Monthly)
Guide ↗
American Funds Moderate Growth and Income Portfolio
· American Funds Portfolio Series| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN BALANCED FUND (AMBAL) | RLBGX | Jan 2026 | 108,347,623 | $4.17B | 25.13% | EC |
| 2 | AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL) | RGBGX | Jan 2026 | 60,773,899 | $2.51B | 15.13% | EC |
| 3 | WASHINGTON MUTUAL INVESTORS FUND (WMIF) | RWMGX | Jan 2026 | 37,460,713 | $2.49B | 14.99% | EC |
| 4 | INCOME FUND OF AMERICA (THE) (IFA) | RIDGX | Jan 2026 | 62,351,280 | $1.69B | 10.17% | EC |
| 5 | CAPITAL WORLD GROWTH & INCOME FUND | RWIGX | Jan 2026 | 22,421,595 | $1.68B | 10.15% | EC |
| 6 | NEW PERSPECTIVE FUND (NPF) | RNPGX | Jan 2026 | 11,718,705 | $849.4M | 5.12% | EC |
| 7 | SMALLCAP WORLD FUND INC | RLLGX | Jan 2026 | 10,613,287 | $838.7M | 5.05% | EC |
| 8 | AMERICAN FUNDS STRATEGIC BOND FUND (SBF) | RANGX | Jan 2026 | 83,978,465 | $788.6M | 4.75% | EC |
| 9 | AMERICAN FUNDS MULTI-SECTOR INCOME FUND (MSI) | RMDUX | Jan 2026 | 83,006,083 | $786.9M | 4.74% | EC |
| 10 | BOND FUND OF AMERICA (THE) (BFA) | RBFGX | Jan 2026 | 68,749,589 | $786.5M | 4.74% | EC |