Nasdaq - Delayed Quote USD

American Funds Retire Inc Port-Enh F1 (FCFWX)

13.97 -0.04 (-0.29%)
As of 8:05 AM EST. Market Open.
Loading Chart for FCFWX
DELL
  • Previous Close 14.01
  • YTD Return 11.57%
  • Expense Ratio 0.68%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.77B
  • Beta (5Y Monthly) 0.91
  • Yield 2.81%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.24
  • 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

1.77B

Net Assets

2017-01-27

Inception Date

Performance Overview: FCFWX

View More

Trailing returns as of 11/6/2024. Category is Allocation--50% to 70% Equity.

YTD Return

FCFWX
11.57%
Category
9.69%
?

1-Year Return

FCFWX
24.10%
Category
27.06%
?

3-Year Return

FCFWX
4.34%
Category
11.00%
?

5-Year Return

FCFWX
7.31%
Category
10.26%
?

People Also Watch

Holdings: FCFWX

View More

Top 10 Holdings (100.02% of Total Assets)

SymbolCompany% Assets
RIDGX
American Funds Income Fund of Amer R6 20.06%
RLBGX
American Funds American Balanced R6 20.00%
RIRGX
American Funds Capital Income Bldr R6 18.05%
RWIGX
American Funds Capital World Gr&Inc R6 10.03%
RMDUX
American Funds Multi-Sector Income R-6 6.93%
RMFGX
American Funds American Mutual R6 5.06%
RAFGX
American Funds AMCAP R6 5.01%
RGBGX
American Funds Global Balanced R6 4.99%
RITGX
American Funds American High-Inc R6 4.95%
RBFGX
American Funds The Bond Fund of America 4.93%

Sector Weightings

Recent News: FCFWX

View More

Research Reports: FCFWX

View More

Top Mutual Funds