American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) Research

This fund's manager actively oversees a diversified portfolio of American Funds, strategically adjusting the allocation and weighting of its underlying components over time to achieve its investment objectives. These constituent funds primarily focus on generating income and typically include a blend of equity-income, fixed-income, and balanced investment strategies. As one of three distinct American Funds Retirement Income Portfolios, it is specifically crafted to support individuals approaching or in retirement who require a structured withdrawal program.

Market snapshot

Symbol
FBFWX
Price
$14.32
Day change
+0.21%
Market cap
$1.8B
P/E ratio
22.82x
52-week range
13.21-14.39
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Allspring Diversified Capital Builder Fund Administrator Class (EKBDX)
  • American Funds Retirement Income Portfolio - Conservative Class F-1 (FAFWX)
  • American Funds Retirement Income Portfolio - Enhanced Class F-1 (FCFWX)
  • Goldman Sachs Mid Cap Value Fund Class A (GCMAX)
  • The Gabelli Dividend & Income Trust (GDV)
  • Principal Fds, Inc. Global Real Estate Securities Fd Cl A (POSAX)
  • Sprott Gold Equity Investor (SGDLX)
  • State Street S&P 500 Index Fund Class N (SVSPX)

Open American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.