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American Funds Retirement Income Portfolio - Moderate Class A (NBARX)

US Funds

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13.67 +0.12 +0.89%

22/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.3B

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NBARX Holdings

Comprehensive information about top holdings and Key Holding Information for the American Funds Retire Inc Port-Mod A (NBARX) fund. Our American Funds Retire Inc Port-Mod A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.95	6.61	1.66
Shares	52.07	52.07	0.00
Bonds	41.55	41.55	0.00
Convertible	0.06	0.06	0.00
Preferred	0.36	0.36	0.00
Other	1.00	1.00	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.23	19.12
Price to Book	2.73	3.30
Price to Sales	2.10	2.28
Price to Cash Flow	10.99	12.45
Dividend Yield	2.96	1.92
5 Years Earnings Growth	8.81	10.74

Sector Allocation

Name	Net %	Category Average
Financial Services	17.53	15.74
Technology	15.11	24.63
Healthcare	13.15	12.39
Industrials	11.50	10.32
Consumer Defensive	10.28	6.01
Consumer Cyclical	7.39	10.00
Energy	6.48	4.86
Communication Services	6.09	7.61
Utilities	5.16	3.24
Basic Materials	3.88	3.15
Real Estate	3.42	3.34

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 10

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
American Funds Income Fund of Amer R6	-	20.07	-	-
American Funds Capital Income Bldr R6	-	18.10	-	-
American Funds American Balanced R6	-	15.10	-	-
American Funds Multi-Sector Income R-6	-	8.89	-	-
American Funds Bond Fund of Amer R6	-	7.87	-	-
American Funds Capital World Gr&Inc R6	-	7.10	-	-
American Funds US Government Sec R6	-	6.87	-	-
American Funds Strategic Bond R-6	-	5.86	-	-
American Funds Global Balanced R6	-	5.09	-	-
American Funds American Mutual R6	-	5.06	-	-

Top Equity Funds by American Funds

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Growth Fund Amer A	167.15B	12.58	21.42	14.22
American Funds American Balanced A	118.52B	9.08	11.61	8.84
American Funds Invmt Co of Amer A	103.59B	13.02	21.44	12.90
American Funds Washington Mutual A	94.08B	10.04	15.43	12.34
American Funds Fundamental Invs A	82.6B	13.72	19.83	12.93

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