FIMWX Mutual Fund
FIMWX Mutual Fund
FIMWX Mutual Fund
American Funds Retirement Income Portfolio Moderate Series Class F-3
FIMWX Mutual Fund Overview
FIMWX Mutual Fund (American Funds Retirement Income Portfolio Moderate Series Class F-3) is managed by American Funds with $4.4M in net assets. FIMWX expense ratio is 0.31%, holding 11 positions across various sectors. Inception date: 2017-01-27.
FIMWX performance shows a YTD return of 7.44%. The 1-year return is 12.09% and the 5-year return is 11.53%. FIMWX dividend yield stands at 5.72%, paid quarterly.
FIMWX 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 FIMWX holdings, FIMWX sectors, or FIMWX dividends.
FIMWX can be compared against other funds. Use FIMWX overlap to find shared positions, or FIMWX vs another fund for a side-by-side view. FIMWX alternatives are available via the screener, along with tax-loss harvesting opportunities.