American Funds Retirement Income Portfolio - ModerateFIMWX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.7B
Expense ratio
0.31%
1-year return
+17.4%
3 years, a year
+11.8%
5 years, a year
+6.9%
Holdings
10
What it aims to do.
The fund strives for the balanced accomplishment of three investment objectives: current income, long-term growth of capital and conservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Income Fund Of America (The) (Ifa) | 19.93% |
| Capital Income Builder (Cib) | 18.07% |
| American Balanced Fund (Ambal) | 15.34% |
| American Funds Multi-Sector Income Fund (Msi) | 8.81% |
| Bond Fund Of America (The) (Bfa) | 7.82% |
| Capital World Growth & Income Fund | 7.26% |
| U S Government Securities Fund (Gvt) | 6.82% |
| American Funds Strategic Bond Fund (Sbf) | 5.83% |
| American Mutual Fund (Amf) | 5.04% |
| American Funds Global Balanced Fund (Gbal) | 5.00% |
More on FIMWX.
- FIMWX overview
- FIMWX holdings
- FIMWX risk
- FIMWX costs
- FIMWX money in and out
- FIMWX share classes
- Compare FIMWX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.