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American Funds Retirement Income Portfolio Series - Moderate - Class F-3: (MF: FIMWX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:40 PM ET

$13.66 USD

+0.01 (0.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.76 27
3 months 5.13 35
6 months 9.27 41
1 Year 17.61 44
3 Year 13.16 52
5 Year 7.96 41
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.03
5 Year 7.11
10 Year NA
Since Inception 7.29

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.96 5.75 3.86 2.60
2024 3.54 0.83 7.02 -2.13
2023 2.55 1.40 -3.00 8.73
2022 -3.14 -8.35 -5.95 8.05
2021 3.18 4.39 -0.54 4.88

Annual Return

202620252024202320222021202020192018
% Total Return 4.7616.039.359.68-9.8012.357.8415.74-3.50
% Total Return Rel to Index 0.89-2.18-15.66-16.568.39-16.33-10.55-15.740.88
% Total Return Rel to Peer 0.101.52-0.56-3.473.160.84-2.84-1.452.99
% Perf Quintile vs Peer* 3.003.000.004.001.003.005.004.001.00
% Dividends 0.000.460.430.400.390.320.380.220.21
% Yield 0.003.173.303.653.252.352.991.751.85
Capital Gains ($) 0.000.340.000.040.200.160.120.260.23
Expense Ratio 0.000.020.020.020.020.020.030.030.04

* 1 = Top 20%, 5 = Bottom 20%