Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

American Funds Retire Inc Port-Enh R4 (RPRPX)

13.46
-0.08
(-0.59%)
As of 8:07:11 AM EDT. Market Open.
Loading Chart for RPRPX
  • Previous Close 13.54
  • YTD Return 1.99%
  • Expense Ratio 0.60%
  • 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 3.17%
  • 5y Average Return --
  • Holdings Turnover 16.00%
  • Last Dividend 0.08
  • 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: RPRPX

View More

Trailing returns as of 4/16/2025. Category is Allocation--50% to 70% Equity.

YTD Return

RPRPX
1.99%
Category
9.69%
 

1-Year Return

RPRPX
8.68%
Category
27.06%
 

3-Year Return

RPRPX
5.72%
Category
11.00%
 

5-Year Return

RPRPX
10.27%
Category
10.26%
 

People Also Watch

Holdings: RPRPX

View More

Sector Weightings

SectorRPRPX
Technology   20.65%
Healthcare   11.69%
Industrials   11.14%
Energy   5.66%
Utilities   4.95%
Real Estate   2.97%

Recent News: RPRPX

View More

Research Reports: RPRPX

View More

Top Mutual Funds