American Funds Retire Inc Port-Cnsrv F3 (FICWX)
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American Funds Retire Inc Port-Cnsrv F3
Irvine, CA 92618-4518
6455 Irvine Center Drive
American Funds Retirement Income Portfolio Series
(949) 975-5000
Management Information
Andrew B. Suzman,Lead Manager since August 27, 2015
Andrew B. Suzman is an equity portfolio manager at Capital Group. He also serves on the Portfolio Oversight Committee. He has 25 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Andrew covered global real-estate companies, U.S. merchandising, and Australian industrials and banks. He holds an MBA from Harvard Business School and a bachelor’s degree in political economy from Tulane University. Andrew is based in New York.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryAllocation--30% to 50% Equity
Fund FamilyAmerican Funds
Net Assets1.22B
YTD Return2.13%
Yield3.30%
Morningstar Rating★★★
Inception DateAug 27, 2015
Fund Operations
Last Dividend0.06
Last Cap Gain-8.00
Holdings Turnover16.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFICWXCategory Average
Annual Report Expense Ratio (net)1.32%0.72%
Prospectus Net Expense Ratio1.32%N/A
Prospectus Gross Expense Ratio1.32%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.82%
Max Deferred Sales LoadN/A1.38%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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