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 sectors including Unknown. Inception date: 2012-05-18.
CIPEX performance shows a YTD return of 4.79%. The 1-year return is 11.12% and the 5-year return is 6.08%. CIPEX dividend yield stands at 5.20%, 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%). View all CIPEX holdings, sector breakdown, or dividend history.
CIPEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CIPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.