Nasdaq - Delayed Quote USD
American Funds Retire Inc Port-Cnsrv R5 (RQRPX)
11.74
-0.02
(-0.17%)
As of 8:07:11 AM EDT. Market Open.
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
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Schwab Institutional
- Scottrade Load
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Commonwealth Universe
- Ameritas NTFN
- Scottrade TF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- TD Ameritrade Institutional NTF
- Cetera Financial Specialists LLC- Premier
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
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 | 3.32% |
| Yield | 3.58% |
| Morningstar Rating | |
| Inception Date | Aug 28, 2015 |
Performance & Risk
| YTD Return | 1.25% |
| 5y Average Return | 5.09% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.72 |
| Morningstar Risk Rating |
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