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Morningstar

American Funds Cnsrv Gr & Inc R-6 RINGX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 12.60  /  −0.08 %
  • Total Assets 7.3 Bil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.290%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Moderately Conservative Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 4.11%
  • Turnover 4%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis RINGX

Will RINGX outperform in 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 RINGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RINGX 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 RINGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A standout on multiple fronts.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

The American Funds Growth and Income series’ objectives-based approach, exceptional underlying funds, and well-resourced management team make it a strong option for investors seeking a mix of growth and income. The series’ three portfolios (Growth and Income, Moderate Growth and Income, and Conservative Growth and Income) are available as model portfolios, separate accounts, and mutual funds.

by Adam Millson
Rated on Published on

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Portfolio Holdings RINGX

More RINGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Capital Income Bldr R6

18.76 1.4 Bil
—

American Funds Income Fund of Amer R6

18.63 1.4 Bil
—

American Funds Multi-Sector Income R-6

15.67 1.2 Bil
—

American Funds Bond Fund of Amer R6

15.51 1.2 Bil
—

American Funds American Mutual R6

9.92 750.4 Mil
—

American Funds American High-Inc R6

9.87 746.2 Mil
—

American Funds Washington Mutual R6

9.86 745.6 Mil
—

Cash And Other Assets Less Liablities

1.78 134.9 Mil
Cash and Equivalents