NBARX : American Funds Retirement Income Portfolio - Moderate Class A

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

NBARX

American Funds Retirement Income Portfolio - Moderate Class A

FI Score

71 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

71% FI Score
  • nbarx
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds Retirement Income Portfolio - Moderate Class A

Expenses: 0.33% (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. 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 equity-income, fixed-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.

Largest Holdings

Amount Holding
24.37% American Funds Capital Income Bldr R6
24.27% American Funds Income Fund of Amer R6
14.59% American Funds American Balanced R6
10.53% American Funds Bond Fund of Amer R6
5.65% American Funds US Government Sec R6
5.65% American Funds Mortgage R6
5.60% American Funds Inflation Linked Bd R6
4.84% American Funds Global Balanced R6
4.53% American Funds American Mutual R6

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