FBFWX Mutual Fund
FBFWX Mutual Fund
FBFWX Mutual Fund
American Funds Retirement Income Portfolio Moderate Series Class F-1
FBFWX Mutual Fund Overview
FBFWX Mutual Fund (American Funds Retirement Income Portfolio Moderate Series Class F-1) is managed by American Funds. FBFWX expense ratio is 0.65%, holding 11 positions across various sectors. Inception date: 2015-08-28.
FBFWX performance shows a YTD return of 6.72%. The 1-year return is 11.72% and the 5-year return is 6.24%. FBFWX dividend yield stands at 5.39%, paid quarterly.
FBFWX top holdings include The Income Fund Of America (20.1%), Capital Income Builder (18.1%), American Balanced Fund (15.0%), American Funds Multi-Sector Income Fund (9.0%), The Bond Fund Of America (7.9%). Go to all FBFWX holdings, FBFWX sectors, or FBFWX dividends.
FBFWX can be compared against other funds. Use FBFWX overlap to find shared positions, or FBFWX vs another fund for a side-by-side view. FBFWX alternatives are available via the screener, along with tax-loss harvesting opportunities.