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American Funds Retire Inc Port-Mod R3 RKRPX

Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 11.48  /  0.52 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.930%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.80%
  • Turnover 23%

Morningstar’s Analysis RKRPX

Will RKRPX outperform in future?

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

A People Pillar upgrade sees this series elevated to Gold.

Summary

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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.

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