American Funds Retirement Income Portfolio - Moderate Class R-1 RBRPX
Strategy
The investment seeks current income, long-term growth of capital and conservation of capital. The advisor will attempt to achieve its investment objectives by investing in a mix of American Funds in varying combinations and weightings over time. The underlying funds will typically seek to generate income from their investments and will primarily consist of equity-income, fixed-income and balanced funds. The fund is one of a suite of three American Funds Retirement Income Portfolios designed to help investors in or near retirement with a withdrawal program.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
FHFWX
| American Funds Retirement Income Portfolio - Moderate Class F-2 | No Load | Open | $183.25M | 0.390% | Low | $250 | $8.77M | |||
FBFWX
| American Funds Retirement Income Portfolio - Moderate Class F-1 | No Load | Open | $14.26M | 0.650% | Below Average | $250 | −$1.56M | |||
FIMWX
| American Funds Retirement Income Portfolio - Moderate Class F-3 | Institutional | Open | $18.46M | 0.310% | Low | $1M | −$46,087.44 | |||
NBARX
| American Funds Retirement Income Portfolio - Moderate Class A | Front Load | Open | $1.41B | 0.590% | Low | $250 | −$4.69M | |||
NBCRX
| American Funds Retirement Income Portfolio - Moderate Class C | Level Load | Open | $72.00M | 1.330% | Below Average | $250 | −$9.75M | |||
RRRPX
| American Funds Retirement Income Portfolio - Moderate Class R-5 | Retirement, Large | Open | $844,609.00 | 0.360% | Low | $250 | $23,333.18 | |||
RURPX
| American Funds Retirement Income Portfolio - Moderate Class R-6 | Retirement, Large | Open | $14.36M | 0.310% | Low | $250 | $2.45M | |||
RRPPX
| American Funds Retirement Income Portfolio - Moderate Class R-5E | Retirement, Large | Open | $580,888.00 | 0.470% | Below Average | $250 | $95,509.80 | |||
RKRPX
| American Funds Retirement Income Portfolio - Moderate Class R-3 | Retirement, Medium | Open | $7.69M | 0.920% | Low | $250 | $6,620.71 | |||
RNRPX
| American Funds Retirement Income Portfolio - Moderate Class R-4 | Retirement, Medium | Open | $5.07M | 0.610% | Low | $250 | $1.64M | |||
RHRPX
| American Funds Retirement Income Portfolio - Moderate Class R-2E | Retirement, Small | Open | $104,955.00 | 1.080% | Low | $250 | $3,963.68 | |||
RERPX
| American Funds Retirement Income Portfolio - Moderate Class R-2 | Retirement, Small | Open | $3.31M | 1.240% | Below Average | $250 | $224,585.25 | |||
RBRPX
| American Funds Retirement Income Portfolio - Moderate Class R-1 | Retirement, Small | Open | $2.72M | 1.320% | Below Average | $250 | $446,271.66 |
United States