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American Funds Conservative Growth And Income Portfolio - Class 529-e: (MF: CIPEX)

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

$14.13 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 3.94 60
3 months 4.24 63
6 months 7.63 65
1 Year 14.15 74
3 Year 12.01 85
5 Year 7.44 92
10 Year 7.66 94

* 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 14.08
5 Year 6.85
10 Year 7.12
Since Inception 6.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.52 5.19 3.59 2.10
2024 3.41 0.60 6.82 -1.91
2023 1.93 1.39 -2.54 8.38
2022 -2.90 -8.08 -5.22 7.64
2021 3.84 3.97 -0.55 4.96

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.9414.089.009.17-8.9512.705.3215.64-3.9111.189.77
% Total Return Rel to Index 0.45-4.13-16.02-17.079.24-15.97-13.08-15.840.47-10.61-2.15
% Total Return Rel to Peer -1.00-0.97-6.83-6.101.83-11.63-2.88-9.993.64-6.23-1.54
% Perf Quintile vs Peer* 4.004.000.004.003.005.003.005.001.005.004.00
% Dividends 0.000.480.480.450.370.330.420.390.350.320.33
% Yield 0.003.253.483.642.982.283.102.882.922.452.74
Capital Gains ($) 0.000.280.170.110.180.250.260.170.170.060.05
Expense Ratio 0.000.580.590.590.590.580.590.590.610.640.66

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