Breaking News
Get 45% Off 0
⚖ What's the current risk profile of the stocks in my watchlist? (Yes, you can ask that.)
Chat with WarrenAI
Close

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

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
13.770 +0.010    +0.07%
06/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 36.07M
American Funds Income Portfolio Class R-4 13.770 +0.010 +0.07%

RINEX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the American Funds Income Portfolio Class R-4 (RINEX) fund. Our American Funds Income Portfolio Class R-4 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.310 7.050 1.740
Shares 48.590 48.590 0.000
Bonds 45.510 45.510 0.000
Convertible 0.090 0.090 0.000
Preferred 0.100 0.100 0.000
Other 0.400 0.400 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.289 16.966
Price to Book 2.806 2.652
Price to Sales 2.063 1.885
Price to Cash Flow 11.493 11.634
Dividend Yield 2.921 2.458
5 Years Earnings Growth 9.091 10.236

Sector Allocation

Name  Net % Category Average
Technology 17.810 19.739
Financial Services 16.510 16.213
Healthcare 13.600 12.019
Industrials 11.730 10.596
Consumer Defensive 9.270 7.103
Consumer Cyclical 7.100 9.176
Energy 6.170 5.728
Utilities 6.140 3.808
Communication Services 4.600 6.696
Real Estate 3.700 6.052
Basic Materials 3.370 3.736

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 1

Name ISIN Weight % Last Change %
American Funds Multi-Sector Income R-6 - 15.10 - -
American Funds Bond Fund of Amer R6 - 15.09 - -
American Funds Capital Income Bldr R6 - 14.99 - -
American Funds Income Fund of Amer R6 - 14.99 - -
American Funds American High-Inc R6 - 10.10 - -
American Funds Washington Mutual R6 - 9.94 - -
American Funds American Mutual R6 - 9.93 - -
American Funds Capital World Gr&Inc R6 - 6.97 - -
American Funds Emerging Markets Bd R6 - 2.92 - -

Top Equity Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 155.77B -4.70 13.98 12.57
  American Funds American Balanced A 112.96B -0.52 8.11 7.88
  American Funds Invmt Co of Amer A 97.12B -3.01 14.74 11.18
  American Funds Washington Mutual A 90.09B -0.80 11.20 11.14
  American Funds Income Fund of Amer 79.81B 4.34 6.92 6.92
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

RINEX Comments

Write your thoughts about American Funds Conservative Growth And Income Portfolio Class R-4
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email