American Funds Retirement Income Portfolio - EnhancedRLRPX

MUTUAL FUNDCapital Group (American Funds)
Type
Mutual fund
Peer group
Allocation
Net assets
$2.3B
Expense ratio
0.90%
1-year return
+13.9%
3 years, a year
+14.4%
5 years, a year
+7.6%
12-month yield
4.77%
Holdings
10

What it aims to do.

The fund strives for the accomplishment of three investment objectives: current income, long-term growth of capital and conservation of capital, with an emphasis on income and growth of capital.

Top 10 holdings.

Holding% of fund
American Balanced Fund (Ambal)20.21%
Income Fund Of America (The) (Ifa)19.88%
Capital Income Builder (Cib)17.91%
Capital World Growth & Income Fund10.34%
American Funds Multi-Sector Income Fund (Msi)6.80%
Amcap Fund5.24%
American Mutual Fund (Amf)4.99%
American Funds Global Balanced Fund (Gbal)4.92%
American High-Income Trust4.83%
Bond Fund Of America (The) (Bfa)4.82%

More on RLRPX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.