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Morningstar

American Funds Retire Inc Port-Enh R1 RCRPX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 12.08  /  0.58 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.330%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Small
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.12%
  • Turnover 2,022%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis RCRPX

Will RCRPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RCRPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RCRPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RCRPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A People Pillar upgrade sees this series elevated to Gold.

Analyst

Summary

| by Stephen Margaria

The American Funds Retirement Income series, available through mutual funds and model portfolios, benefits from a well-equipped team and topnotch underlying funds. Its cheapest mutual fund share classes earn a Morningstar Analyst Rating of Gold, while its pricier shares range from Silver to Bronze.

Unlock our full analysis with Morningstar Investor