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FIEWX
Mutual Fund ticker: NASDAQ
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American Funds Retire Inc Port-Enh F3 (FIEWX) Ownership - Who owns American Funds Retire Inc Port-Enh F3?

The investment seeks current income, long-term growth of capital and conservation of capital, with an emphasis on income and growth of capital... Show more

Profile

Category
Moderate Allocation
Address
American Funds Retirement Income Portfolio Series6455 Irvine Center DriveIrvine
Phone
(949) 975-5000
Web
www.americanfunds.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.32
Min. Initial Investment
1000000.00
Fund Existence
over 8 years
Turnover
16.00
Front Load
N/A
Net Assets
2040328100.00
Manager Tenure
N/A

Fundamentals

FIEWX
Net Assets
2.04B
Fund Existence
over 8 years
Turnover
16.00
Total Expense Ratio
0.32
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.32
Assets in Top Ten Holdings
1.6B
Average Credit Quality
12
Average Effective Duration
4.40
Average Effective Maturity
6.64
Fund of Funds
Yes
Fund Share Class Net Assets
40M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
4.75
No Load Fund
Yes
Number of Long Holdings
10.00
Number of Net Holdings
11.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.30
Weighting Top Ten Holdings
100.02%
Gain YTD
14.017
Annual Yield % from dividends
3.13
Returns for 1 year
14.07
Returns for 3 years
41.09
Returns for 5 years
45.11
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
American Funds Retirement Income Portfolio Series6455 Irvine Center DriveIrvine
Phone
(949) 975-5000
Web
www.americanfunds.com