About RFRPX
American Funds Retirement Income Portfolio – Enhanced Class R-2 is a mutual fund designed to support individuals who are approaching or already in retirement by providing a structured withdrawal program. This portfolio is part of a series tailored for retirement income needs, specifically targeting investors seeking a balance between current income, long-term capital growth, and capital preservation, with added emphasis on income and growth potential. It achieves its objectives by allocating assets among a diversified mix of underlying American Funds, blending U.S. and international equities with U.S. and global fixed income securities. Notable sectors represented within the portfolio include financials, information technology, health care, and industrials, highlighting its broad market exposure. The portfolio typically allocates a larger share to equity investments compared to its more conservative peers, aligning with its “Enhanced” positioning for retirement income solutions. Managed by an experienced committee leveraging comprehensive research and oversight, the portfolio addresses the complexities of sustaining withdrawals during retirement while maintaining a risk profile suitable for investors with moderate risk tolerance. This multi-layered approach aims to provide reliable income streams and growth opportunities for retirees navigating evolving market conditions.
Fund Family Capital Group
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RFRPX
Share Class Class R-2
Index S&P Target Date Retirement Income TR
RFRPX had a total return of 16.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.51%.
