Nasdaq - Delayed Quote USD

American Funds Cnsrv Gr & Inc F-2 (INPEX)

13.72 +0.06 (+0.44%)
As of 8:05 AM EST. Market Open.
Loading Chart for INPEX
DELL
  • Previous Close 13.66
  • YTD Return 9.78%
  • Expense Ratio 0.39%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -4.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 7.86B
  • Beta (5Y Monthly) 0.79
  • Yield 3.99%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.37
  • Inception Date Oct 30, 2020

The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will typically seek to generate income from their investments and may include growth-and-income, equity-income, balanced and fixed income funds. Through its investments in the underlying funds, the fund will have significant exposure to dividend-paying stocks. It will seek exposure to investments outside the United States,including in emerging markets.

American Funds

Fund Family

Allocation--30% to 50% Equity

Fund Category

7.86B

Net Assets

2020-10-30

Inception Date

Performance Overview: INPEX

View More

Trailing returns as of 11/6/2024. Category is Allocation--30% to 50% Equity.

YTD Return

INPEX
9.78%
Category
5.91%
?

1-Year Return

INPEX
21.09%
Category
18.59%
?

3-Year Return

INPEX
4.09%
Category
8.56%
?

5-Year Return

INPEX
6.45%
Category
7.44%
?

People Also Watch

Holdings: INPEX

View More

Top 9 Holdings (100.02% of Total Assets)

SymbolCompany% Assets
RIDGX
American Funds Income Fund of Amer R6 15.06%
RIRGX
American Funds Capital Income Bldr R6 15.06%
RMDUX
American Funds Multi-Sector Income R-6 14.90%
RBFGX
American Funds The Bond Fund of America 14.86%
RMFGX
American Funds American Mutual R6 10.09%
RWMGX
American Funds Washington Mutual R6 10.03%
RITGX
American Funds American High-Inc R6 9.95%
RWIGX
American Funds Capital World Gr&Inc R6 7.06%
REGGX
American Funds Emerging Markets Bd R6 3.00%

Sector Weightings

Recent News: INPEX

View More

Research Reports: INPEX

View More

Top Mutual Funds