American Funds Conservative Growth and Income Portfolio Class 529-A
CIPAX · NMFQS13.08
13.08
USD0.050.38%Sector weight
Sector
Equity %
Category Average
Technology
19.32%
23.09%
Financial Services
15.75%
14.85%
Healthcare
13.71%
11.71%
Industrials
11.35%
10.69%
Consumer Defensive
9.37%
6.54%
Energy
6.93%
4.86%
Consumer Cyclical
6.33%
9.15%
Utilities
5.77%
3.96%
Government
5.77%
28.32%
Municipal
5.77%
3.61%
Corporate
5.77%
31.15%
Securitized
5.77%
23.77%
Cash and Equivalents
5.77%
10.36%
Derivative
5.77%
2.79%
Communication Services
4.71%
6.64%
Basic Materials
3.48%
3.31%
Real Estate
3.28%
5.20%
World Regions
Region
Equity %
Category Average
North America
74.60%
81.40%
Europe Developed
10.05%
7.72%
Japan
5.59%
2.56%
United Kingdom
3.09%
3.08%
Asia Emerging
2.05%
1.60%
Asia Developed
1.82%
2.27%
Australasia
1.68%
0.77%
Africa/Middle East
0.61%
0.26%
Latin America
0.38%
0.29%
Europe Emerging
0.15%
0.04%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
137.32K USD
161.51K USD
145.39K USD
Large
20.96%
10.97%
12.57%
Giant
19.03%
15.24%
17.04%
Medium
7.59%
6.93%
7.74%
Small
0.66%
1.48%
2.15%
Micro
0.19%
0.43%
0.03%
Valuation and Growth
Growth Rates
CIPAX.US
Category Average
Price/Prospective Earnings
16.38%
18.73%
Price/Cash Flow
11.99%
13.05%
Price/Book
2.92%
3.10%
Dividend Yield
2.78%
2.19%
Price/Sales
2.12%
2.34%
Valuation Rates
CIPAX.US
Category Average
Long-Term Earnings
9.94%
9.99%
Historical Earnings
4.53%
6.52%
Cash-Flow Growth
4.33%
7.64%
Sales Growth
-4.36%
1.27%
Book-Value Growth
-43.08%
-7.93%
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