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American Funds Retire Inc Port-Cnsrv R4 (RMRPX)

12.09
+0.01
+(0.08%)
At close: 8:02:10 PM EDT
Loading Chart for RMRPX
  • Previous Close 12.08
  • YTD Return 3.23%
  • Expense Ratio 0.63%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 1.24B
  • Beta (5Y Monthly) 0.73
  • Yield 3.25%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.06
  • Inception Date Aug 28, 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 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.

American Funds

Fund Family

Allocation--30% to 50% Equity

Fund Category

1.24B

Net Assets

2015-08-28

Inception Date

Performance Overview: RMRPX

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Trailing returns as of 4/29/2025. Category is Allocation--30% to 50% Equity.

YTD Return

RMRPX
3.23%
Category
5.91%
 

1-Year Return

RMRPX
7.92%
Category
18.59%
 

3-Year Return

RMRPX
3.06%
Category
8.56%
 

5-Year Return

RMRPX
5.82%
Category
7.44%
 

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Holdings: RMRPX

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Sector Weightings

SectorRMRPX
Technology   17.92%
Healthcare   11.97%
Industrials   10.81%
Utilities   6.47%
Energy   6.38%
Real Estate   3.80%

Recent News: RMRPX

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Research Reports: RMRPX

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