FGFWX Mutual Fund

FGFWX Mutual Fund (American Funds Retirement Income Portfolio Enhanced Class F-2) is managed by American Funds with $119.6M in net assets. FGFWX expense ratio is 0.41%, holding 10 positions across various sectors. Inception date: 2015-08-28.

FGFWX performance shows a YTD return of 7.29%. The 1-year return is 15.48% and the 5-year return is 8.11%. FGFWX dividend yield stands at 5.64%, paid quarterly.

FGFWX top holdings include American Balanced Fund R6 (Ambal Cl R6) (20.2%), The Income Fund Of America, Class R-6 (19.9%), Capital Income Builder R6 (cib Cl R6) (17.9%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (10.3%), American Funds Multi-Sector Income Fund, Class R-6 (6.8%). Go to all FGFWX holdings, FGFWX sectors, or FGFWX dividends.

FGFWX can be compared against other funds. Use FGFWX overlap to find shared positions, or FGFWX vs another fund for a side-by-side view. FGFWX alternatives are available via the screener, along with tax-loss harvesting opportunities.