RERPX Mutual Fund
RERPX Mutual Fund
American Funds Retirement Income Portfolio Moderate Series Class R-2
RERPX Mutual Fund Overview
RERPX Mutual Fund (American Funds Retirement Income Portfolio Moderate Series Class R-2) is managed by American Funds with $1.7M in net assets. RERPX expense ratio is 1.24%, holding 10 positions across sectors including Unknown. Inception date: 2015-08-28.
RERPX performance shows a YTD return of 4.40%. The 1-year return is 12.11% and the 5-year return is 5.80%. RERPX dividend yield stands at 4.91%, paid quarterly.
RERPX 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 RERPX holdings, sector breakdown, or dividend history.
RERPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RERPX alternatives are available via the screener, along with tax-loss harvesting opportunities.