American Funds Retire Inc Port-Cnsrv R4 (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
View MoreTrailing returns as of 4/29/2025. Category is Allocation--30% to 50% Equity.