FCFWX : American Funds Retirement Income Portfolio - Enhanced Class F-1

FCFWX is a Allocation Market All-In-One with LOW fees.


American Funds Retirement Income Portfolio - Enhanced Class F-1

FI Score

68 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

68% FI Score
  • fcfwx
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds Retirement Income Portfolio - Enhanced Class F-1

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

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

Largest Holdings

Amount Holding
30.05% American Funds Capital Income Bldr R6
29.98% American Funds Income Fund of Amer R6
19.98% American Funds American Balanced R6
10.05% American Funds Global Balanced R6
4.99% American Funds Inflation Linked Bd R6
4.97% American Funds American Mutual R6

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