Investment Test Drive

RFRPX American Funds Retire Inc Port-Enh R2

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund RFRPX American Funds Retire Inc Port-Enh R2 VWELX Vanguard Wellington™ Inv MLTI Credit Suisse X-Links Mlt-Ast Hi Inc ETN  
100% 89% 94%
Annual Fees
(1.64% Exp. Ratio)
(0.26% Exp. Ratio)
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$20,845.47 $31,661.90 $26,579.79
Est. savings over 30 yrs +$10,816.43 +$5,734.32
As of 9/30/16
1 YR RETURN 11.60%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.95%
3 YR 7.92%
5 YR 11.50%
10 YR 7.13%
1 YR RETURN 17.32%
3 YR --
5 YR --
10 YR --
The investment seeks current income, long-term growth of capital and conservation of capital, with an emphasis on income and growth of capital. 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 primarily consist of equity funds in the equity-income, balanced and growth-and-income fund categories. The fund is one of a suite of three American Funds Retirement Income Portfolios designed to help investors in or near retirement with a withdrawal program. It seeks somewhat higher income and long-term growth of capital.
The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
The investment seeks to provide exposure to the price return version of the NYSE Multi-Asset High Income Index (the “index”). The ETNs are listed on NYSE Arca under the ticker symbol “MLTI”. The NYSE Multi-Asset High Income Index (the “index”) measures the performance of a broad, diversified basket of up to 120 publicly-traded securities that historically have paid high dividends or distributions (the “index constituents”).

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!