American Funds Retirement Income Portfolio - Moderate℠

American Funds®

Share Class A

Retirement Income Portfolio Series 
 fund Retirement Income Portfolio Series
 
Overview

Designed to support a balanced retirement income strategy, American Funds Retirement Income Portfolio - Moderate SM may be appropriate for retirees who:

  • Are seeking an investment for use with a periodic withdrawal program.
  • Desire a balanced approach to downside risk, income and growth of capital.

Objective

The fund strives for the balanced accomplishment of three investment objectives: current income, long-term growth of capital and conservation of capital.

Manager

The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest and most respected investment management firms. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk.

Fund information
  • Began operations: 8/28/15
  • Net and gross expense ratios:* 0.66% / 0.66%
  • Investment expenses paid annually:† $6.60 for a $1,000 balance
  • Ticker symbol: NBARX
Underlying funds
Asset mix
fund holdings
Portfolio summary
fund holdings
Geographic breakdown
fund holdings
 
Past results

Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown here. For more current information and month-end results, click here. Share price and return will vary, so you may lose money. Investing for short periods makes losses more likely. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. 

HistReturn
Average annual total returns through 12/31/18
  Latest10 years Latest5 years Latest3 years Latestyear
At net asset value N/A 4.55% ¶¶ 4.72% -3.81%
At maximum offering price
(Class A shares, with 5.75% maximum sales charge)
N/A 2.71% ¶¶ 2.68% -9.31%
 

 

Investment results assume all distributions are reinvested and reflect applicable fees and expenses. The investment adviser is currently reimbursing a portion of other expenses. Investment results reflect the reimbursement, without which the results would have been lower. The reimbursement will be in effect through at least April 7, 2018. The adviser may elect at its discretion to extend, modify or terminate the reimbursement at that time. Read details about how waivers and/or reimbursements affect the results for each fund.

¶¶ Cumulative total return since the fund’s inception on 08/28/2015.