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American Funds Retirement Income Portfolio - Moderate Class F-1 · NASDAQ
Price: $14.47 · Annual div: $0.78/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in FBFWX → $16.9K in 10 years · $71.85/month
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.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open FBFWX position with:
Real after-tax yield depends on where you live and how you hold FBFWX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 5.38% | 2.58% | $538 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 4.57% | 1.77% | $457 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 4.30% | 1.50% | $430 / yr |
| 🇬🇧 UK ISA | 0% | 5.38% | 2.58% | $538 / yr |
| 🇬🇧 UK Taxable | 8.75% | 4.91% | 2.11% | $491 / yr |
| 🇨🇦 TFSA | 0% | 5.38% | 2.58% | $538 / yr |
| 🇨🇦 CA Taxable | 25% | 4.04% | 1.24% | $404 / yr |
| 🇦🇺 Super (pension) | 15% | 4.57% | 1.77% | $457 / yr |
| 🇦🇺 AU Taxable | 30% | 3.77% | 0.97% | $377 / yr |
| 🇩🇪 DE Taxable | 26.375% | 3.96% | 1.16% | $396 / yr |
| 🇫🇷 FR Taxable | 30% | 3.77% | 0.97% | $377 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.78/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
FBFWX pays quarterly — 4 times per year. Next ex-div: TBD.
How FBFWX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for FBFWX sourced from FMP /financial-growth endpoint — real data, not estimates.
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the FBFWX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) is currently trading at $14.47, trading near its 52-week high. The current dividend yield is 5.38% based on an annual payout of $0.78 per share.
American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) is a financial services stock currently trading at $14.47 with a dividend yield of 5.38%. The company pays an annual dividend of $0.78 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only — not financial advice.
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