American Funds Conservative Growth and Income Portfolio Class 529-C
CIPCX
NASDAQ
Weiss Ratings | CIPCX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | CIPCX-NASDAQ | Click to Compare |
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Provider | American Funds | |||
Manager/Tenure (Years) | Wesley K. Phoa (13), Andrew B. Suzman (13), Michelle J. Black (5), 4 others | |||
Website | http://www.americanfunds.com | |||
Fund Information | CIPCX-NASDAQ | Click to Compare |
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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 Compare |
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Dividend Yield | 2.97% | |||
Dividend | CIPCX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.88% | |||
Asset Allocation | CIPCX-NASDAQ | Click to Compare |
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Cash | 4.79% | |||
Stock | 49.11% | |||
U.S. Stock | 35.44% | |||
Non-U.S. Stock | 13.67% | |||
Bond | 45.27% | |||
U.S. Bond | 36.39% | |||
Non-U.S. Bond | 8.88% | |||
Preferred | 0.32% | |||
Convertible | 0.09% | |||
Other Net | 0.41% | |||
Price History | CIPCX-NASDAQ | Click to Compare |
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7-Day Total Return | -1.14% | |||
30-Day Total Return | -0.35% | |||
60-Day Total Return | 2.53% | |||
90-Day Total Return | 4.61% | |||
Year to Date Total Return | 7.48% | |||
1-Year Total Return | 10.07% | |||
2-Year Total Return | 22.13% | |||
3-Year Total Return | 25.15% | |||
5-Year Total Return | 37.82% | |||
Price | CIPCX-NASDAQ | Click to Compare |
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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 Compare |
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Nav | $13.87 | |||
1-Month Low NAV | $13.85 | |||
1-Month High NAV | $14.03 | |||
52-Week Low NAV | $12.53 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $14.03 | |||
52-Week High Price (Date) | Jul 25, 2025 | |||
Beta / Standard Deviation | CIPCX-NASDAQ | Click to Compare |
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Beta | 0.51 | |||
Standard Deviation | 9.10 | |||
Balance Sheet | CIPCX-NASDAQ | Click to Compare |
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Total Assets | 8.53B | |||
Operating Ratios | CIPCX-NASDAQ | Click to Compare |
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Expense Ratio | 1.39% | |||
Turnover Ratio | 4.00% | |||
Performance | CIPCX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 10.02% | |||
Last Bear Market Total Return | -8.23% | |||