Advertisement
Skip to Content
Morningstar

American Funds Retire Inc Port-Cnsrv R5 RQRPX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 11.23  /  0.80 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.45%
  • Turnover 17%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis RQRPX

Will RQRPX 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 RQRPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RQRPX 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 RQRPX’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