FDFWX Mutual Fund
FDFWX Mutual Fund
American Funds Retirement Income Portfolio Conservative Class F-2
FDFWX Mutual Fund Overview
FDFWX Mutual Fund (American Funds Retirement Income Portfolio Conservative Class F-2) is managed by American Funds. FDFWX expense ratio is 0.40%, holding 11 positions across sectors including Unknown. Inception date: 2015-08-28.
FDFWX performance shows a YTD return of 2.66%. The 1-year return is 9.64% and the 5-year return is 4.77%. FDFWX dividend yield stands at 3.49%, paid quarterly.
FDFWX top holdings include Capital Income Builder R6 (cib Cl R6) (18.1%), The Income Fund Of America, Class R-6 (15.1%), Bond Fund Of America (The) R6 (Bfa Cl R6) (14.9%), American Funds Strategic Bond Fund Class R-6 (9.9%), American Balanced Fund R6 (Ambal Cl R6) (8.0%). View all FDFWX holdings, sector breakdown, or dividend history.
FDFWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FDFWX alternatives are available via the screener, along with tax-loss harvesting opportunities.