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 11 positions across various sectors. Inception date: 2015-08-28.
NBARX performance shows a YTD return of 6.84%. The 1-year return is 11.78% and the 5-year return is 6.31%. NBARX dividend yield stands at 5.45%, paid quarterly.
NBARX 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 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.