Nasdaq - Delayed Quote USD
American Funds Retire Inc Port-Cnsrv R4 (RMRPX)
12.09
+0.01
+(0.08%)
At close: 8:02:10 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
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- LPL SAM Eligible
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Ameritas NTFN
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Trust Company of America
- ADP Access Open Fund Architecture
- Vanguard Load
- Vanguard Load-Waived
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- JP Morgan No Load
- LPL SWM
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Mid Atlantic Clearing and Settlement
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 | Allocation--30% to 50% Equity |
| Fund Family | American Funds |
| Net Assets | 1.24B |
| YTD Return | 3.23% |
| Yield | 3.25% |
| Morningstar Rating | |
| Inception Date | Aug 28, 2015 |
Performance & Risk
| YTD Return | 3.40% |
| 5y Average Return | 4.85% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.73 |
| Morningstar Risk Rating |
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