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American Funds Retire Inc Port-Enh R3 (RLRPX)

13.48
+0.02
+(0.15%)
At close: 8:02:10 PM EDT
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  • Previous Close 13.46
  • YTD Return 1.94%
  • Expense Ratio 0.90%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.79B
  • Beta (5Y Monthly) 0.91
  • Yield 2.80%
  • 5y Average Return --
  • Holdings Turnover 16.00%
  • Last Dividend 0.07
  • Inception Date Jan 27, 2017

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 primarily consist of equity funds in the equity-income, balanced and growth-and-income fund categories. 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 somewhat higher income and long-term growth of capital.

American Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.79B

Net Assets

2017-01-27

Inception Date

Performance Overview: RLRPX

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Trailing returns as of 4/15/2025. Category is Allocation--50% to 70% Equity.

YTD Return

RLRPX
1.94%
Category
9.69%
 

1-Year Return

RLRPX
8.29%
Category
27.06%
 

3-Year Return

RLRPX
5.33%
Category
11.00%
 

5-Year Return

RLRPX
9.92%
Category
10.26%
 

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Holdings: RLRPX

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Sector Weightings

SectorRLRPX
Technology   18.88%
Healthcare   13.08%
Industrials   11.82%
Energy   5.87%
Utilities   5.24%
Real Estate   3.27%

Recent News: RLRPX

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Research Reports: RLRPX

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