INPEX Mutual Fund

INPEX Mutual Fund (American Funds Conservative Growth and Income Portfolio - Class F-2) is managed by American Funds with $369.4M in net assets. INPEX expense ratio is 0.41%, holding 9 positions across various sectors. Inception date: 2012-05-18.

INPEX performance shows a YTD return of 5.43%. The 1-year return is 11.83% and the 5-year return is 6.23%. INPEX dividend yield stands at 5.63%, paid quarterly.

INPEX 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 INPEX holdings, INPEX sectors, or INPEX dividends.

INPEX can be compared against other funds. Use INPEX overlap to find shared positions, or INPEX vs another fund for a side-by-side view. INPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.