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American Funds Conservative Growth And Income Portfolio - Class 529-c: (MF: CIPCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:40 PM ET

$14.08 USD

+0.01 (0.07%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.89 61
3 months 4.10 65
6 months 7.36 66
1 Year 13.63 76
3 Year 11.46 88
5 Year 6.89 94
10 Year 7.10 96

* 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 Feb 28, 2026

1 Year 12.33
5 Year 6.30
10 Year 6.56
Since Inception 6.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.43 5.00 3.47 1.95
2024 3.23 0.48 6.63 -1.99
2023 1.74 1.27 -2.60 8.24
2022 -3.02 -8.23 -5.30 7.49
2021 3.74 3.77 -0.62 4.82

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.8913.478.408.62-9.4112.154.7914.93-4.3310.609.15
% Total Return Rel to Index 0.39-4.74-16.62-17.618.79-16.53-13.60-16.550.05-11.18-2.77
% Total Return Rel to Peer -1.06-1.58-7.44-6.651.38-12.19-3.40-10.703.22-6.80-2.16
% Perf Quintile vs Peer* 4.004.000.005.003.005.004.005.001.005.004.00
% Dividends 0.000.410.410.390.310.260.350.320.290.250.27
% Yield 0.002.783.013.112.441.782.572.422.411.942.26
Capital Gains ($) 0.000.280.170.110.180.250.260.170.170.060.05
Expense Ratio 0.001.101.101.111.111.101.111.121.141.161.20

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