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American Funds Retire Inc Port-Enh C (NDCRX)
As of 8:05 AM EST. Market Open.
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 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 Retire Inc Port-Enh C
Irvine, CA 92618-4518
6455 Irvine Center Drive
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | American Funds |
| Net Assets | 1.77B |
| YTD Return | 11.00% |
| Yield | 2.19% |
| Morningstar Rating | |
| Inception Date | Jan 27, 2017 |
Fund Operations
| Last Dividend | 0.17 |
| Last Cap Gain | -1.00 |
| Holdings Turnover | 4.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | NDCRX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.35% | 0.84% |
| Prospectus Net Expense Ratio | 1.35% | -- |
| Prospectus Gross Expense Ratio | 1.35% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.07% |
| Max Deferred Sales Load | -- | 1.48% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Andrew B. Suzman, Lead Manager since August 28, 2015
Andrew B. Suzman is an equity portfolio manager at Capital Group. He also serves on the Portfolio Oversight Committee. He has 25 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Andrew covered global real-estate companies, U.S. merchandising, and Australian industrials and banks. He holds an MBA from Harvard Business School and a bachelor’s degree in political economy from Tulane University. Andrew is based in New York. Morningstar Style Box
Morningstar Category
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