NBARX Mutual Fund
NBARX Mutual Fund
American Funds Retirement Income Portfolio Moderate Series Class A
NBARX Mutual Fund Overview
NBARX Mutual Fund (American Funds Retirement Income Portfolio Moderate Series Class A) is managed by American Funds. NBARX expense ratio is 0.59%, holding 10 positions across sectors including Unknown. Inception date: 2015-08-28.
NBARX performance shows a YTD return of 5.58%. The 1-year return is 12.78% and the 5-year return is 6.45%. NBARX dividend yield stands at 5.52%, paid quarterly.
NBARX top holdings include The Income Fund Of America, Class R-6 (20.0%), Capital Income Builder R6 (cib Cl R6) (18.0%), American Balanced Fund R6 (Ambal Cl R6) (14.9%), American Funds Multi-Sector Income Fund, Class R-6 (9.0%), Bond Fund Of America (The) R6 (Bfa Cl R6) (8.0%). View all NBARX holdings, sector breakdown, or dividend history.
NBARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NBARX alternatives are available via the screener, along with tax-loss harvesting opportunities.