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 10 positions across various sectors. Inception date: 2017-01-27.
FIMWX performance shows a YTD return of 6.08%. The 1-year return is 13.41% and the 5-year return is 6.66%. FIMWX dividend yield stands at 5.77%, paid quarterly.
FIMWX 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 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.