Advertisement
Skip to Content

American Funds Retire Inc Port-Cnsrv R5 RQRPX

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%

Morningstar’s Analysis RQRPX

Will RQRPX 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

|

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