Nasdaq - Delayed Quote USD
American Funds Retire Inc Port-Cnsrv F2 (FDFWX)
12.07
+0.01
+(0.08%)
At close: 8:00:42 PM EDT
Investment Information
- Min Initial Investment
- 250
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Northwestern Mutual Inv Srvc, LLC
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Fidelity Advisor 401(k) I Shares
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- Northwestern Mutual Investment Services, Llc
- ADP Access Open Fund Architecture
- ADP Access Tier 0
- Securities America Inc.
- Vanguard TF
- Nationwide Retirement Flexible Advantage
- Fidelity Advisor 401(k) A Shares
- NM WMC
- Schwab All (Retail, Instl, Retirement)
- ADP Access Tier 2
- Fidelity Advisor 401(k) M Shares
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 0
- ADP Advisor Access 3(21) Tier 2
- ADP Advisor Access 3(21) Tier 3
- ADP Advisor Access Tier 0
- ADP Advisor Access Tier 2
- ADP Advisor Access Tier 3
- LPL Brokerage Availability - November 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
- Nylife Securities LLC
- NYLIFE Securities Mutual Fund Advantage Available
Fund Summary
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 fixed-income, equity-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. It seeks to provide the lowest downside risk.
Fund Overview
| Category | -- |
| Fund Family | American Funds |
| Net Assets | 1.24B |
| YTD Return | 3.57% |
| Yield | 3.52% |
| Morningstar Rating | |
| Inception Date | Aug 28, 2015 |
Performance & Risk
| YTD Return | 4.18% |
| 5y Average Return | 5.37% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.73 |
| Morningstar Risk Rating |
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