Morningstar

American Funds Retirement Income Portfolio - Moderate Class F-3 FIMWX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 14.23  /  −0.35 %
  • Total Assets 1.8B
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.020%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.30%
  • Turnover 6%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FIMWX

Will FIMWX outperform in the 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 FIMWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FIMWX 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 FIMWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Standout income-oriented portfolios.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

American Funds Retirement Income series is overseen by a topnotch management team that executes a robust, research-intensive approach. It remains a great choice for investors seeking a risk-aware, income-oriented portfolio. The series’ three portfolios are available through model portfolios, separate accounts, and mutual funds.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings FIMWX

More FIMWX 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 Income Fund of Amer R6

20.09 333M
—

American Funds Capital Income Bldr R6

18.04 299M
—

American Funds American Balanced R6

14.90 247M
—

American Funds Multi-Sector Income R-6

9.07 150M
—

American Funds Bond Fund of Amer R6

8.05 133M
—

American Funds US Government Sec R6

7.05 117M
—

American Funds Capital World Gr&Inc R6

6.90 114M
—

American Funds Strategic Bond R-6

6.04 100M
—

American Funds Global Balanced R6

4.96 82M
—

American Funds American Mutual R6

4.94 82M
—

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