Morningstar

American Funds Conservative Growth and Income Portfolio Class 529-A CIPAX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 14.77  /  +0.27 %
  • Total Assets 9.8B
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.330%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.37%
  • Turnover 2%

USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CIPAX

Will CIPAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CIPAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CIPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A standout target-risk series.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

American Funds Growth and Income series sports a top management team that guides its distinctive objectives-based approach, which is built on robust multi-asset research. This standout series is a great choice for investors seeking capital appreciation and income. The series’ three portfolios are available as model portfolios, separate accounts, and mutual funds.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings CIPAX

More CIPAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Capital Income Bldr R6

15.11 1B
—

American Funds Bond Fund of Amer R6

15.11 1B
—

American Funds Income Fund of Amer R6

15.11 1B
—

American Funds Multi-Sector Income R-6

15.11 1B
—

American Funds American High-Inc R6

10.08 935M
—

American Funds Washington Mutual R6

9.87 915M
—

American Funds American Mutual R6

9.84 912M
—

American Funds Capital World Gr&Inc R6

6.88 638M
—

American Funds Emerging Markets Bd R6

2.94 272M
—

Cash And Other Assets Less Liablities

−0.03 −3M
Cash and Equivalents

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