Nasdaq - Delayed Quote USD
American Funds Retire Inc Port-Mod F2 (FHFWX)
As of 8:05 AM EST. 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
- Schwab Institutional
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Ameriprise SPS Advantage
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Ameriprise Financial
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- Securities America Inc.
- Vanguard TF
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Allowab (non-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 equity-income, fixed-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.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | American Funds |
| Net Assets | 1.49B |
| YTD Return | 9.76% |
| Yield | 3.27% |
| Morningstar Rating | |
| Inception Date | Nov 20, 2015 |
Performance & Risk
| YTD Return | 10.80% |
| 5y Average Return | 6.29% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
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