American Funds Retirement Income Portfolio - Moderate Class F-1

American Funds Retirement Income Portfolio - Moderate Class F-1verified

FBFWX

Price:

$14.06

Market Cap:

$1.66B

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 equity-income, fixed-income and balanced funds. 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.

Industry

Asset Management - Income

IPO Date

2015-08-28

Stock Exchange

NASDAQ

Ticker

FBFWX

The Enterprise Value as of December 2025 (TTM) for American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) is 9.95B

According to American Funds Retirement Income Portfolio - Moderate Class F-1’s latest financial reports and current stock price. The company's current Enterprise Value is 9.95B. This represents a change of -70.32% compared to the average of 33.53B of the last 4 quarters.

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) Historical Enterprise Value (quarterly & annually)

How has FBFWX Enterprise Value performed in the past?

The mean historical Enterprise Value of American Funds Retirement Income Portfolio - Moderate Class F-1 over the last ten years is 5.79B. The current 9.95B Enterprise Value has changed 17.08% with respect to the historical average. Over the past ten years (40 quarters), FBFWX's Enterprise Value was at its highest in in the March 2025 quarter at 60.62B. The Enterprise Value was at its lowest in in the September 2015 quarter at 0.

Quarterly (TTM)
Annual

Average

5.79B

Median

7.16B

Minimum

0

Maximum

14.43B

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of American Funds Retirement Income Portfolio - Moderate Class F-1 Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 0%

Maximum Annual Enterprise Value = 14.43B

Minimum Annual Increase = 0%

Minimum Annual Enterprise Value = 0

Quarterly (TTM)
Annual
YearEnterprise ValueChange
20249.33B22.52%
20237.62B13.77%
20226.69B-45.09%
202112.19B-15.50%
202014.43B88.19%
20197.67BInfinity%
201800%
201700%
201600%
201500%

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) Average Enterprise Value

How has FBFWX Enterprise Value performed in the past?

The current Enterprise Value of American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) is greater than its 3-year, less than than its 5-year, and greater than its 10-year historical averages

3-year avg

7.88B

5-year avg

10.05B

10-year avg

5.79B

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) Enterprise Value vs. Peers

How is FBFWX’s Enterprise Value compared to its peers?

American Funds Retirement Income Portfolio - Moderate Class F-1’s Enterprise Value is greater than American Funds Retirement Income Portfolio - Conservative Class F-1 (0), greater than American Funds Retirement Income Portfolio - Enhanced Class F-1 (0), greater than Schwab Target 2030 Index Fund Institutional Shares (0), greater than The Gabelli Dividend & Income Trust (2.72B), less than Sprott Gold Equity Investor (0), greater than Principal Fds, Inc. Global Real Estate Securities Fd Cl A (0), greater than T. Rowe Price Retirement 2065 (0), greater than Goldman Sachs Mid Cap Value Fund Class A (0), greater than State Street S&P 500 Index Fund Class N (0), greater than Allspring Diversified Capital Builder Fund Administrator Class (0),

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Frequently asked questions❓

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How does the current Enterprise Value for American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) compare to its historical average?