American Funds Conservative Growth and Income Portfolio Class R-2
RINBX
NASDAQ
Weiss Ratings | RINBX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | RINBX-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 | RINBX-NASDAQ | Click to Compare |
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Fund Name | American Funds Conservative Growth and Income Portfolio Class R-2 | |||
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 | -- | |||
Dividends and Shares | RINBX-NASDAQ | Click to Compare |
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Dividend Yield | 3.03% | |||
Dividend | RINBX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.89% | |||
Asset Allocation | RINBX-NASDAQ | Click to Compare |
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Cash | 4.66% | |||
Stock | 48.33% | |||
U.S. Stock | 34.84% | |||
Non-U.S. Stock | 13.49% | |||
Bond | 46.17% | |||
U.S. Bond | 37.14% | |||
Non-U.S. Bond | 9.03% | |||
Preferred | 0.32% | |||
Convertible | 0.10% | |||
Other Net | 0.41% | |||
Price History | RINBX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.26% | |||
30-Day Total Return | 2.02% | |||
60-Day Total Return | 3.58% | |||
90-Day Total Return | 1.93% | |||
Year to Date Total Return | 4.82% | |||
1-Year Total Return | 10.32% | |||
2-Year Total Return | 21.22% | |||
3-Year Total Return | 19.35% | |||
5-Year Total Return | 36.92% | |||
Price | RINBX-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 | RINBX-NASDAQ | Click to Compare |
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Nav | $13.59 | |||
1-Month Low NAV | $13.28 | |||
1-Month High NAV | $13.59 | |||
52-Week Low NAV | $12.50 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $13.72 | |||
52-Week High Price (Date) | Sep 24, 2024 | |||
Beta / Standard Deviation | RINBX-NASDAQ | Click to Compare |
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Beta | 0.52 | |||
Standard Deviation | 9.72 | |||
Balance Sheet | RINBX-NASDAQ | Click to Compare |
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Total Assets | 8.28B | |||
Operating Ratios | RINBX-NASDAQ | Click to Compare |
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Expense Ratio | 1.38% | |||
Turnover Ratio | 4.00% | |||
Performance | RINBX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 10.04% | |||
Last Bear Market Total Return | -8.25% | |||