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American Funds Conservative Growth And Income Portfolio - Class 529-a: (MF: CIPAX)

(NASDAQ Mutual Funds) As of Dec 12, 2025 05:34 PM ET

$14.54 USD

-0.08 (-0.55%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 13.97 58
3 months 3.31 65
6 months 8.57 78
1 Year 11.63 37
3 Year 10.29 71
5 Year 7.49 92
10 Year 7.17 92

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Nov 30, 2025

1 Year 6.16
5 Year 7.37
10 Year 6.95
Since Inception 6.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.58 5.26 3.66 NA
2024 3.45 0.66 6.88 -1.84
2023 1.90 1.46 -2.48 8.46
2022 -2.78 -8.09 -5.16 7.80
2021 3.89 4.02 -0.42 4.95
2020 -12.31 8.68 3.49 7.02

Annual Return

20252024202320222021202020192018201720162015
% Total Return 13.979.279.35-8.6512.955.5615.89-3.6811.449.94-2.68
% Total Return Rel to Index -3.53-15.74-16.889.55-15.72-12.84-15.590.70-10.35-1.99-4.07
% Total Return Rel to Peer -0.44-6.56-5.922.13-11.38-2.64-9.753.87-5.96-1.380.52
% Perf Quintile vs Peer* 0.000.004.003.005.003.005.001.005.004.003.00
% Dividends 0.350.510.490.410.360.450.420.380.350.360.36
% Yield 2.313.723.913.222.493.303.103.162.672.973.19
Capital Gains ($) 0.000.170.110.180.250.260.160.170.060.050.05
Expense Ratio 0.330.350.360.340.350.370.360.400.420.430.55

* 1 = Top 20%, 5 = Bottom 20%