NDARX Mutual Fund

NDARX Mutual Fund (American Funds Retirement Income Portfolio Enhanced Class A) is managed by American Funds with $696.4M in net assets. NDARX expense ratio is 0.61%, holding 10 positions across various sectors. Inception date: 2015-08-28.

NDARX performance shows a YTD return of 7.20%. The 1-year return is 15.27% and the 5-year return is 7.98%. NDARX dividend yield stands at 5.39%, paid quarterly.

NDARX top holdings include American Balanced Fund R6 (Ambal Cl R6) (20.1%), Capital Income Builder R6 (cib Cl R6) (20.0%), The Income Fund Of America, Class R-6 (15.9%), American Funds Multi-Sector Income Fund, Class R-6 (9.0%), Capital World Growth & Income Fund R6 (Wgi Cl R6) (6.1%). Go to all NDARX holdings, NDARX sectors, or NDARX dividends.

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