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15 important things you should know about CIPBX mutual fund

Updated: September 18, 2020
N/A
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets

Before we start: if you’re looking for CIPBX “stock” price, you can quickly find it out by visiting Finny and typing "CIPBX quote". If you’re looking for a quick scoop on CIPBX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "CIPBX". You’ll get all this info in one place.

Are you looking to buy or sell CIPBX? Or perhaps you’re looking for CIPBX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this CIPBX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: CIPBX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: CIPBX buy or sell; the pros and cons of investing in CIPBX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to CIPBX.

And here is the list of questions we’ll answer:

  1. Describe American Funds Portfolio Series: American Funds Income Portfolio; Class 529-B Shares (CIPBX).
  2. What are CIPBX holdings?
  3. What is CIPBX performance? What are CIPBX historical returns?
  4. How many up and down years did CIPBX have historically?
  5. What is CIPBX dividend yield?
  6. What is CIPBX minimum initial investment amount?
  7. What is CIPBX expense ratio?
  8. Does CIPBX have any sales loads or 12b-1 distribution expenses?
  9. What is CIPBX tax efficiency (tax-cost ratio)?
  10. What is CIPBX beta? How would you assess CIPBX risk?
  11. What is CIPBX Sharpe ratio?
  12. What is CIPBX Finny Score? CIPBX buy or sell?
  13. What are the pros of investing in CIPBX? What are CIPBX buy reasons?
  14. What are the cons of investing in CIPBX? What are CIPBX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Funds Portfolio Series: American Funds Income Portfolio; Class 529-B Shares (CIPBX).

2. What are CIPBX top holdings?

CIPBX has 0 stock holdings and 0 bond holdings.

3. What is CIPBX performance? What are CIPBX historical returns?

CIPBX has generated the following returns:

4. How many up and down years did CIPBX have historically?

In the last 10 years, CIPBX had 1 up year and 0 down years. See Performances

5. What is CIPBX dividend yield?

CIPBX yield is %.

6. What is CIPBX minimum initial investment amount?

CIPBX minimum initial investment amount is N/A.

7. What is CIPBX expense ratio?

CIPBX expense ratio is %. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does CIPBX have any sales loads or 12b-1 distribution expenses?

CIPBX 12b-1 distribution fee is 0. CIPBX front-end sales load is 0. CIPBX back-end sales load is 0.

9. What is CIPBX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.

See Taxes

10. What is CIPBX beta? How would you assess CIPBX risk?

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

13. What are the pros of investing in CIPBX? What are CIPBX buy reasons?

The following are CIPBX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in CIPBX? What are CIPBX negatives?

The following are CIPBX weaknesses from our perspective:

  • <strong>CIPBX net assets</strong> are $0.00 million. This fund is not a popular choice with retail investors.
In the CIPBX review, we covered CIPBX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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