NGCRX : American Funds Retirement Income Portfolio - Conservative Class C

NGCRX is a Allocation Market All-In-One with HIGH fees.

NGCRX

American Funds Retirement Income Portfolio - Conservative Class C

FI Score

40 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

40% FI Score
  • ngcrx
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds Retirement Income Portfolio - Conservative Class C

Expenses: 1.08% (Better than 0% of similar funds)

This is a bad 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

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