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American Funds Retire Inc Port-Enh R5E (RRQPX)

13.46
-0.08
(-0.59%)
As of 8:07:11 AM EDT. Market Open.
Loading Chart for RRQPX
  • Previous Close 13.54
  • YTD Return 1.95%
  • Expense Ratio 0.44%
  • 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 3.23%
  • 5y Average Return --
  • Holdings Turnover 16.00%
  • Last Dividend 0.09
  • 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: RRQPX

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

YTD Return

RRQPX
1.95%
Category
9.69%
 

1-Year Return

RRQPX
8.74%
Category
27.06%
 

3-Year Return

RRQPX
5.77%
Category
11.00%
 

5-Year Return

RRQPX
10.36%
Category
10.26%
 

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Holdings: RRQPX

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Sector Weightings

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

Recent News: RRQPX

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Research Reports: RRQPX

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