Nasdaq - Delayed Quote USD

American Funds Retire Inc Port-Mod F2 (FHFWX)

12.97
+0.01
+(0.08%)
At close: 8:00:46 PM EDT
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  • Previous Close 12.96
  • YTD Return 3.10%
  • Expense Ratio 0.40%
  • Category --
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 1.49B
  • Beta (5Y Monthly) 0.83
  • Yield 3.42%
  • 5y Average Return --
  • Holdings Turnover 15.00%
  • Last Dividend 0.08
  • Inception Date Nov 20, 2015

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.

American Funds

Fund Family

--

Fund Category

1.49B

Net Assets

2015-11-20

Inception Date

Performance Overview: FHFWX

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Trailing returns as of 5/23/2025.

YTD Return

FHFWX
3.10%
Category
0.00%
 

1-Year Return

FHFWX
11.86%
Category
0.00%
 

3-Year Return

FHFWX
6.26%
Category
0.00%
 

5-Year Return

FHFWX
7.25%
Category
0.00%
 

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Holdings: FHFWX

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Sector Weightings

SectorFHFWX
Technology   15.05%
Healthcare   13.15%
Industrials   11.47%
Energy   6.51%
Utilities   5.17%
Real Estate   3.45%

Recent News: FHFWX

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Research Reports: FHFWX

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