NBARX Mutual Fund
NBARX Mutual Fund
NBARX Mutual Fund
American Funds Retirement Income Portfolio Moderate Series Class A
NBARX Mutual Fund Overview
NBARX Mutual Fund (American Funds Retirement Income Portfolio Moderate Series Class A) is managed by American Funds. NBARX expense ratio is 0.59%, holding 10 positions across various sectors. Inception date: 2015-08-28.
NBARX performance shows a YTD return of 5.88%. The 1-year return is 13.10% and the 5-year return is 6.43%. NBARX dividend yield stands at 5.45%, paid quarterly.
NBARX top holdings include The Income Fund Of America, Class R-6 (19.9%), Capital Income Builder R6 (cib Cl R6) (18.0%), American Balanced Fund R6 (Ambal Cl R6) (15.2%), American Funds Multi-Sector Income Fund, Class R-6 (8.9%), Bond Fund Of America (The) R6 (Bfa Cl R6) (7.9%). Go to all NBARX holdings, NBARX sectors, or NBARX dividends.
NBARX can be compared against other funds. Use NBARX overlap to find shared positions, or NBARX vs another fund for a side-by-side view. NBARX alternatives are available via the screener, along with tax-loss harvesting opportunities.