RERPX Mutual Fund
RERPX Mutual Fund
RERPX Mutual Fund
American Funds Retirement Income Portfolio Moderate Series Class R-2
RERPX Mutual Fund Overview
RERPX Mutual Fund (American Funds Retirement Income Portfolio Moderate Series Class R-2) is managed by American Funds with $1.7M in net assets. RERPX expense ratio is 1.24%, holding 11 positions across various sectors. Inception date: 2015-08-28.
RERPX performance shows a YTD return of 6.32%. The 1-year return is 11.04% and the 5-year return is 5.67%. RERPX dividend yield stands at 4.86%, paid quarterly.
RERPX 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 RERPX holdings, RERPX sectors, or RERPX dividends.
RERPX can be compared against other funds. Use RERPX overlap to find shared positions, or RERPX vs another fund for a side-by-side view. RERPX alternatives are available via the screener, along with tax-loss harvesting opportunities.