American Funds Retirement Fund Quote

FICWX Fund  USD 12.02  0.02  0.17%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
American Funds is trading at 12.02 as of the 28th of November 2024; that is 0.17% up since the beginning of the trading day. The fund's open price was 12.0. American Funds has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for American Funds Retirement are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The advisor will attempt to achieve its investment objectives by investing in a mix of American Funds in varying combinations and weightings over time. The underlying funds will typically seek to generate income from their investments and will primarily consist of fixed-income, equity-income and balanced funds. More on American Funds Retirement

Moving together with American Mutual Fund

  0.64RNEBX New World FundPairCorr
  0.73RNCCX American Funds IncomePairCorr
  0.7FPPPX American Funds PresePairCorr

American Mutual Fund Highlights

Fund ConcentrationAmerican Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, American Funds (View all Sectors)
Update Date30th of September 2024
American Funds Retirement [FICWX] is traded in USA and was established 28th of November 2024. American Funds is listed under American Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of American Funds family. This fund currently has accumulated 566.98 M in assets under management (AUM) with no minimum investment requirementsAmerican Funds Retirement is currently producing year-to-date (YTD) return of 8.09% with the current yeild of 0.03%, while the total return for the last 3 years was 2.08%.
Check American Funds Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Funds Retirement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top American Funds Retirement Mutual Fund Constituents

RANGXAmerican Funds StrategicMutual FundIntermediate Core-Plus Bond
RBFGXBond Fund OfMutual FundIntermediate Core Bond
RGBGXAmerican Funds GlobalMutual FundWorld Allocation
RGVGXUs Government SecuritiesMutual FundIntermediate Government
RIDGXIncome Fund OfMutual FundAllocation--70% to 85% Equity
RILFXAmerican Funds InflationMutual FundInflation-Protected Bond
RIRGXCapital Income BuilderMutual FundWorld Allocation
RLBGXAmerican Balanced FundMutual FundAllocation--50% to 70% Equity
More Details

American Funds Retirement Risk Profiles

American Funds Against Markets

Other Information on Investing in American Mutual Fund

American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
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