FDFWX Mutual Fund
FDFWX Mutual Fund
FDFWX Mutual Fund
American Funds Retirement Income Portfolio Conservative Class F-2
FDFWX Mutual Fund Overview
FDFWX Mutual Fund (American Funds Retirement Income Portfolio Conservative Class F-2) is managed by American Funds. FDFWX expense ratio is 0.40%, holding 11 positions across various sectors. Inception date: 2015-08-28.
FDFWX performance shows a YTD return of 4.10%. The 1-year return is 9.98% and the 5-year return is 4.63%. FDFWX dividend yield stands at 3.48%, paid quarterly.
FDFWX top holdings include Capital Income Builder R6 (cib Cl R6) (18.1%), The Income Fund Of America, Class R-6 (15.1%), Bond Fund Of America (The) R6 (Bfa Cl R6) (14.9%), American Funds Strategic Bond Fund Class R-6 (9.9%), American Balanced Fund R6 (Ambal Cl R6) (8.0%). Go to all FDFWX holdings, FDFWX sectors, or FDFWX dividends.
FDFWX can be compared against other funds. Use FDFWX overlap to find shared positions, or FDFWX vs another fund for a side-by-side view. FDFWX alternatives are available via the screener, along with tax-loss harvesting opportunities.