NAARX : American Funds Retirement Income Portfolio - Conservative Class A

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

NAARX

American Funds Retirement Income Portfolio - Conservative Class A

FI Score

67 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

67% FI Score
  • naarx
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds Retirement Income Portfolio - Conservative Class A

Expenses: 0.38% (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 conservation 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 typically seek to generate income from their investments and will primarily consist of fixed-income, equity-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. It seeks to provide the lowest downside risk.

Largest Holdings

Amount Holding
25.84% American Funds Bond Fund of Amer R6
19.42% American Funds Capital Income Bldr R6
14.42% American Funds Income Fund of Amer R6
10.98% American Funds US Government Sec R6
9.42% American Funds American Balanced R6
5.50% American Funds Mortgage R6
5.45% American Funds Inflation Linked Bd R6
4.57% American Funds Global Balanced R6
4.42% American Funds American Mutual R6

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo