C
American Funds Conservative Growth and Income Portfolio Class 529-C CIPCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CIPCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info CIPCX-NASDAQ Click to
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Provider Capital Group
Manager/Tenure (Years) Wesley K. Phoa (13), Andrew B. Suzman (13), Michelle J. Black (5), 4 others
Website http://capitalgroup.com
Fund Information CIPCX-NASDAQ Click to
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Fund Name American Funds Conservative Growth and Income Portfolio Class 529-C
Category Moderately Conservative Allocation
Sub-Category Moderate Allocation
Prospectus Objective Growth and Income
Inception Date May 18, 2012
Open/Closed To New Investors Open
Minimum Initial Investment 250.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee 0.01
Dividends and Shares CIPCX-NASDAQ Click to
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Dividend Yield 2.82%
Dividend CIPCX-NASDAQ Click to
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Dividend Yield (Forward) 2.68%
Asset Allocation CIPCX-NASDAQ Click to
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Cash 5.57%
Stock 47.90%
U.S. Stock 34.56%
Non-U.S. Stock 13.34%
Bond 45.71%
U.S. Bond 36.93%
Non-U.S. Bond 8.78%
Preferred 0.34%
Convertible 0.08%
Other Net 0.41%
Price History CIPCX-NASDAQ Click to
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7-Day Total Return 0.83%
30-Day Total Return 0.83%
60-Day Total Return 0.69%
90-Day Total Return 2.85%
Year to Date Total Return 12.46%
1-Year Total Return 10.10%
2-Year Total Return 26.22%
3-Year Total Return 29.63%
5-Year Total Return 36.25%
Price CIPCX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV CIPCX-NASDAQ Click to
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Nav $14.42
1-Month Low NAV $14.16
1-Month High NAV $14.52
52-Week Low NAV $12.53
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $14.52
52-Week High Price (Date) Nov 28, 2025
Beta / Standard Deviation CIPCX-NASDAQ Click to
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Beta 0.48
Standard Deviation 7.21
Balance Sheet CIPCX-NASDAQ Click to
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Total Assets 9.19B
Operating Ratios CIPCX-NASDAQ Click to
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Expense Ratio 1.39%
Turnover Ratio 4.00%
Performance CIPCX-NASDAQ Click to
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Last Bull Market Total Return 10.02%
Last Bear Market Total Return -8.23%