CIPEX Mutual Fund
CIPEX Mutual Fund
CIPEX Mutual Fund
American Funds Conservative Growth and Income Portfolio - Class 529-E
CIPEX Mutual Fund Overview
CIPEX Mutual Fund (American Funds Conservative Growth and Income Portfolio - Class 529-E) is managed by American Funds. CIPEX expense ratio is 0.88%, holding 10 positions across various sectors. Inception date: 2012-05-18.
CIPEX performance shows a YTD return of 2.83%. The 1-year return is 5.26% and the 5-year return is 5.99%. CIPEX dividend yield stands at 5.39%, paid quarterly.
CIPEX top holdings include The Income Fund Of America (15.2%), Capital Income Builder (15.1%), American Funds Multi-Sector Income Fund (14.9%), The Bond Fund Of America (14.9%), Washington Mutual Investors Fund (10.1%). Go to all CIPEX holdings, CIPEX sectors, or CIPEX dividends.
CIPEX can be compared against other funds. Use CIPEX overlap to find shared positions, or CIPEX vs another fund for a side-by-side view. CIPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.