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 10 positions across various sectors. Inception date: 2015-08-28.
RERPX performance shows a YTD return of 5.43%. The 1-year return is 12.34% and the 5-year return is 5.78%. RERPX dividend yield stands at 4.86%, paid quarterly.
RERPX 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 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.