American Funds Moderate Growth and Income Portfolio Class 529-A
CBAAX · NMFQS17.98
17.98
USD0.050.28%Sector weight
Sector
Equity %
Category Average
Technology
22.06%
25.67%
Healthcare
14.05%
12.64%
Financial Services
13.45%
14.79%
Industrials
12.20%
10.18%
Consumer Cyclical
8.10%
10.10%
Consumer Defensive
7.92%
5.48%
Communication Services
7.65%
7.91%
Energy
5.31%
4.23%
Basic Materials
4.16%
3.32%
Utilities
3.22%
3.03%
Government
3.22%
31.60%
Municipal
3.22%
0.25%
Corporate
3.22%
28.38%
Securitized
3.22%
25.45%
Cash and Equivalents
3.22%
13.53%
Derivative
3.22%
0.79%
Real Estate
1.88%
2.63%
World Regions
Region
Equity %
Category Average
North America
81.21%
85.33%
Europe Developed
7.17%
6.37%
Japan
3.92%
2.04%
United Kingdom
2.22%
2.37%
Asia Emerging
1.82%
1.17%
Asia Developed
1.49%
1.61%
Australasia
1.18%
0.48%
Africa/Middle East
0.51%
0.23%
Latin America
0.37%
0.36%
Europe Emerging
0.11%
0.04%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
140.85K USD
198.19K USD
169.5K USD
Giant
29.08%
27.06%
25.55%
Large
24.36%
15.16%
18.86%
Medium
10.97%
11.96%
11.72%
Small
2.08%
2.60%
3.33%
Micro
0.37%
0.53%
0.04%
Valuation and Growth
Growth Rates
CBAAX.US
Category Average
Price/Prospective Earnings
17.59%
19.81%
Price/Cash Flow
12.56%
13.42%
Price/Book
3.23%
3.35%
Price/Sales
2.22%
2.32%
Dividend Yield
2.18%
1.75%
Valuation Rates
CBAAX.US
Category Average
Long-Term Earnings
12.30%
10.70%
Historical Earnings
6.27%
8.97%
Cash-Flow Growth
4.75%
9.49%
Sales Growth
1.58%
6.73%
Book-Value Growth
-8.20%
2.81%
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