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American Funds Moderate Growth And Income Portfolio Class R-4 (0P0000V3K4)

US Funds

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18.870 +0.020 +0.11%

30/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 86.46M

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0P0000V3K4 Holdings

Comprehensive information about top holdings and Key Holding Information for the American Funds Balanced Portfolio Class R-4 (0P0000V3K4) fund. Our American Funds Balanced Portfolio Class R-4 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.630	5.960	1.330
Shares	66.590	66.590	0.000
Bonds	27.690	27.690	0.000
Convertible	0.030	0.030	0.000
Preferred	0.100	0.100	0.000
Other	0.960	0.960	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.594	18.446
Price to Book	3.153	3.223
Price to Sales	2.099	2.208
Price to Cash Flow	11.737	12.237
Dividend Yield	2.297	1.937
5 Years Earnings Growth	10.222	11.236

Sector Allocation

Name	Net %	Category Average
Technology	20.390	23.875
Financial Services	14.330	15.863
Healthcare	13.860	13.117
Industrials	12.700	10.128
Consumer Cyclical	8.770	9.976
Consumer Defensive	8.080	6.061
Communication Services	7.420	7.489
Energy	4.750	4.985
Basic Materials	3.960	3.179
Utilities	3.500	3.215
Real Estate	2.240	3.397

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
American Funds American Balanced R6	-	25.20	-	-
American Funds Washington Mutual R6	-	15.20	-	-
American Funds Global Balanced R6	-	14.81	-	-
American Funds Capital World Gr&Inc R6	-	10.19	-	-
American Funds Income Fund of Amer R6	-	10.11	-	-
American Funds New Perspective R6	-	5.16	-	-
American Funds Multi-Sector Income R-6	-	4.91	-	-
American Funds SMALLCAP World R6	-	4.85	-	-
American Funds Bond Fund of Amer R6	-	4.81	-	-
American Funds Strategic Bond R-6	-	4.80	-	-

Top Equity Funds by American Funds

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Growth Fund Amer A	152.61B	-4.70	13.98	12.57
American Funds American Balanced A	111.66B	-0.52	8.11	7.88
American Funds Invmt Co of Amer A	94.89B	-3.01	14.74	11.18
American Funds Washington Mutual A	88.94B	-0.80	11.20	11.14
American Funds Income Fund of Amer	79.24B	4.34	6.92	6.92

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