FGFWX Mutual Fund
FGFWX Mutual Fund
American Funds Retirement Income Portfolio Enhanced Class F-2
FGFWX Mutual Fund Overview
FGFWX Mutual Fund (American Funds Retirement Income Portfolio Enhanced Class F-2) is managed by American Funds with $119.6M in net assets. FGFWX expense ratio is 0.41%, holding 10 positions across sectors including Unknown. Inception date: 2015-08-28.
FGFWX performance shows a YTD return of 5.96%. The 1-year return is 15.44% and the 5-year return is 8.18%. FGFWX dividend yield stands at 5.66%, paid quarterly.
FGFWX top holdings include American Balanced Fund R6 (Ambal Cl R6) (20.2%), The Income Fund Of America, Class R-6 (19.9%), Capital Income Builder R6 (cib Cl R6) (17.9%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (10.3%), American Funds Multi-Sector Income Fund, Class R-6 (6.8%). View all FGFWX holdings, sector breakdown, or dividend history.
FGFWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FGFWX alternatives are available via the screener, along with tax-loss harvesting opportunities.