# Portfolio overlap — BLPFX vs NBARX

Comparing **American Funds Moderate Growth and Income Portfolio** (2026-01-31) and **American Funds Retirement Income Portfolio - Moderate** (2026-01-31).

- Shared positions: 7
- American Funds Moderate Growth and Income Portfolio covered by American Funds Retirement Income Portfolio - Moderate: 0.5130553138410139392437991328
- American Funds Retirement Income Portfolio - Moderate covered by American Funds Moderate Growth and Income Portfolio: 0.5130553138410139392437991328

## American Funds Moderate Growth and Income Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.251393 | ✓ |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.151339 | ✓ |
| WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | 0.149928 |  |
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.101758 | ✓ |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.101507 | ✓ |
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.051188 |  |
| SMALLCAP WORLD FUND INC R6 | 0.050543 |  |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.047523 | ✓ |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.047423 | ✓ |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.047399 | ✓ |

## American Funds Retirement Income Portfolio - Moderate — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | 0.199817 | ✓ |
| CAPITAL INCOME BUILDER R6 (CIB CL R6) | 0.180284 |  |
| AMERICAN BALANCED FUND R6 (AMBAL CL R6) | 0.149616 | ✓ |
| AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | 0.090188 | ✓ |
| BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | 0.080251 | ✓ |
| U S GOVERNMENT SECURITIES FUND R6 (GVT CL R6) | 0.070220 |  |
| CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | 0.069517 | ✓ |
| AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | 0.060253 | ✓ |
| AMERICAN MUTUAL FUND R6 (AMF CL R6) | 0.050035 |  |
| AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | 0.049819 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-131030` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1537151/000119312526131030/0001193125-26-131030-index.htm>
- N-PORT (fund B) — accession `0001193125-26-130892` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1640102/000119312526130892/0001193125-26-130892-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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