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 10 positions across various sectors. Inception date: 2015-08-28.
FBFWX performance shows a YTD return of 5.84%. The 1-year return is 13.02% and the 5-year return is 6.30%. FBFWX dividend yield stands at 5.44%, paid quarterly.
FBFWX top holdings include The Income Fund Of America, Class R-6 (20.0%), Capital Income Builder R6 (cib Cl R6) (18.0%), American Balanced Fund R6 (Ambal Cl R6) (14.9%), American Funds Multi-Sector Income Fund, Class R-6 (9.0%), Bond Fund Of America (The) R6 (Bfa Cl R6) (8.0%). 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.