CIPEX Mutual Fund
CIPEX Mutual Fund
CIPEX Mutual Fund
American Funds Conservative Growth and Income Portfolio - Class 529-E
CIPEX Mutual Fund Overview
CIPEX Mutual Fund (American Funds Conservative Growth and Income Portfolio - Class 529-E) is managed by American Funds. CIPEX expense ratio is 0.88%, holding 9 positions across various sectors. Inception date: 2012-05-18.
CIPEX performance shows a YTD return of 5.22%. The 1-year return is 11.33% and the 5-year return is 6.04%. CIPEX dividend yield stands at 5.18%, paid quarterly.
CIPEX top holdings include Capital Income Builder R6 (cib Cl R6) (15.1%), The Income Fund Of America, Class R-6 (15.0%), Bond Fund Of America (The) R6 (Bfa Cl R6) (14.9%), American Funds Multi-Sector Income Fund, Class R-6 (14.9%), American High-income Trust R6 (ahit Cl R6) (9.9%). Go to all CIPEX holdings, CIPEX sectors, or CIPEX dividends.
CIPEX can be compared against other funds. Use CIPEX overlap to find shared positions, or CIPEX vs another fund for a side-by-side view. CIPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.