About FAFWX
American Funds Retirement Income Portfolio – Conservative Class F-1 is a mutual fund designed to meet the needs of investors in or approaching retirement who prioritize income generation, capital preservation, and a lower risk profile. As part of a suite of retirement income portfolios, this conservative allocation fund invests primarily in a diversified mix of underlying American Funds, including fixed-income, equity-income, and balanced funds. Its strategy emphasizes a blend of bonds and income-oriented equities, typically maintaining a moderate equity exposure to help buffer against market volatility while seeking steady income streams. The fund’s top holdings often include established income and bond funds, reflecting its objective to balance growth with capital conservation. With a focus on supporting systematic withdrawal programs, it serves a key role for retirees looking to manage longevity risk and maintain financial stability through various market cycles. This thoughtfully constructed portfolio is actively managed and periodically rebalanced, aiming to provide consistent income with reduced downside risk for retirement-focused investors.
Fund Family Capital Group
Category Allocation--30% to 50% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FAFWX
Share Class Class F-1
Index S&P Target Date Retirement Income TR
FAFWX had a total return of 14.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.83%.
