American Funds Retirement Income Portfolio - Moderate Class F-1

Frequently Asked Questions About FBFWX

What does FBFWX invest in?

This fund's manager actively oversees a diversified portfolio of American Funds, strategically adjusting the allocation and weighting of its underlying components over time to achieve its investment objectives. These constituent funds primarily focus on generating income and typically include a blend of equity-income, fixed-income, and balanced investment strategies. As one of three distinct American Funds Retirement Income Portfolios, it is specifically crafted to support individuals approaching or in retirement who require a structured withdrawal program.

What is the expense ratio of FBFWX?

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

What is FBFWX's dividend yield?

FBFWX's trailing-twelve-month yield is 5.47%, calculated from the sum of dividends over the past year divided by the current price.

How big is FBFWX?

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) manages $1.75B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FBFWX actively managed or an index fund?

FBFWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FBFWX launched?

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) launched in August 2015 and is managed by Capital Group.