American Funds Conservative Growth and Income Portfolio - Class 529-T (TPTPX)
The American Funds Conservative Growth and Income Portfolio - Class 529-T (TPTPX) is a mutual fund that aims to provide investors with a balanced approach to growth and income. This fund primarily invests in a mix of stocks and bonds, with a focus on stable, established companies that offer potential for long-term growth and consistent dividend payments. The "529-T" in the name indicates that this fund is specifically designed for tax-advantaged college savings plans. With a conservative investment strategy, this mutual fund may be suitable for investors seeking a lower level of risk in their portfolio.
TPTPX Mutual Fund Chart & Stats
No data to display
- Sub-Category
- Moderate Allocation
- Total Liabilities
- $5.39M
- Expense Ratio
- 0.65%
- Holding Count
- 9
- Brand
- American Funds Portfolio Series
- Category
- Balanced
- Total Assets
- 9.77B
- Shares Outstanding
- N/A
Top 10 Holdings
| Name | Weight % |
|---|---|
| RIRGXCapital Income Builder Cl R-6 | 15.20% |
| RIDGXThe Income Fund of America, Class R-6 Shares | 15.16% |
| RBFGXThe Bond Fund of America, Class R-6 Shares | 14.72% |
| RMDUXAmerican Funds Multi-Sector Income Fund Class R-6 | 14.72% |
| RWMGXWashington Mutual Investors Fund Cl R-6 Shs | 10.15% |
| RITGXAmerican High-Income Trust Cl R-6 | 9.80% |
| RWIGXCapital World Growth and Income Fund Class R-6 Shares | 9.04% |
| RMFGXAmerican Mutual Fund, Class R-6 Shares | 7.09% |
| REGGXAmerican Funds Emerging Markets Bond Fund Class R-6 | 3.94% |
| Total | 99.81% |
Recently Viewed
No data currently available