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American Funds Conservative Growth And Income Portfolio - Class R-4: (MF: RINEX)

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

$14.15 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 4.01 59
3 months 4.30 62
6 months 7.76 64
1 Year 15.17 66
3 Year 12.28 83
5 Year 7.69 91
10 Year 7.93 93

* 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 14.25
5 Year 7.09
10 Year 7.38
Since Inception 7.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.58 5.25 3.65 2.09
2024 3.45 0.66 6.80 -1.76
2023 1.90 1.54 -2.47 8.45
2022 -2.85 -8.08 -5.07 7.69
2021 3.80 4.02 -0.42 5.03

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.0114.259.269.45-8.7212.945.6315.89-3.6811.4810.08
% Total Return Rel to Index 0.52-3.96-15.75-16.799.48-15.74-12.76-15.590.70-10.31-1.84
% Total Return Rel to Peer -0.93-0.79-6.57-5.832.07-11.40-2.57-9.743.87-5.92-1.23
% Perf Quintile vs Peer* 4.004.000.004.003.005.003.005.001.005.004.00
% Dividends 0.000.520.510.490.410.360.450.420.380.350.37
% Yield 0.003.473.733.893.212.483.293.093.162.713.02
Capital Gains ($) 0.000.280.170.110.180.250.260.170.170.060.05
Expense Ratio 0.000.340.340.340.340.350.360.370.370.350.38

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