Holdings (Monthly)
Guide ↗
American Funds Retirement Income Portfolio - Moderate
· American Funds Retirement Income Portfolio Series| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | INCOME FUND OF AMERICA (THE) (IFA) | RIDGX | Jan 2026 | 12,499,195 | $338.5M | 19.97% | EC |
| 2 | CAPITAL INCOME BUILDER (CIB) | RIRGX | Jan 2026 | 3,848,175 | $305.4M | 18.02% | EC |
| 3 | AMERICAN BALANCED FUND (AMBAL) | RLBGX | Jan 2026 | 6,582,899 | $253.4M | 14.95% | EC |
| 4 | AMERICAN FUNDS MULTI-SECTOR INCOME FUND (MSI) | RMDUX | Jan 2026 | 16,115,269 | $152.8M | 9.01% | EC |
| 5 | BOND FUND OF AMERICA (THE) (BFA) | RBFGX | Jan 2026 | 11,882,976 | $135.9M | 8.02% | EC |
| 6 | U S GOVERNMENT SECURITIES FUND (GVT) | RGVGX | Jan 2026 | 9,822,344 | $118.9M | 7.02% | EC |
| 7 | CAPITAL WORLD GROWTH & INCOME FUND | RWIGX | Jan 2026 | 1,567,588 | $117.8M | 6.95% | EC |
| 8 | AMERICAN FUNDS STRATEGIC BOND FUND (SBF) | RANGX | Jan 2026 | 10,869,503 | $102.1M | 6.02% | EC |
| 9 | AMERICAN MUTUAL FUND (AMF) | RMFGX | Jan 2026 | 1,394,492 | $84.8M | 5.00% | EC |
| 10 | AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL) | RGBGX | Jan 2026 | 2,042,387 | $84.4M | 4.98% | EC |