Morningstar

American Funds Cnsrv Gr & Inc R-5 RINFX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 13.69  /  −0.36 %
  • Total Assets 8.0 Bil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.97%
  • Turnover 4%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:19 PM GMT+0

Morningstar’s Analysis RINFX

Will RINFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RINFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RINFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RINFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A triple crown of High pillars.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

The American Funds Growth and Income series’ distinctive objectives-based approach is grounded in deep multi-asset research and stands out among peers, supporting a Process upgrade to High from Above Average. Combined with well-resourced managers and excellent underlying funds, this series is a top pick for investors seeking a mix of growth and income. The series’ three portfolios are available as model portfolios, separate accounts, and mutual funds.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RINFX

More RINFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Multi-Sector Income R-6

15.04 1.1 Bil
—

American Funds Bond Fund of Amer R6

15.00 1.1 Bil
—

American Funds Capital Income Bldr R6

14.99 1.1 Bil
—

American Funds Income Fund of Amer R6

14.97 1.1 Bil
—

American Funds American High-Inc R6

10.05 753.1 Mil
—

American Funds Washington Mutual R6

10.00 749.9 Mil
—

American Funds American Mutual R6

10.00 749.7 Mil
—

American Funds Capital World Gr&Inc R6

6.98 523.5 Mil
—

American Funds Emerging Markets Bd R6

2.99 224.3 Mil
—

Cash And Other Assets Less Liablities

−0.03 −1.9 Mil
Cash and Equivalents

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