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American Funds Retirement Income Portfolio - Enhanced (NDARX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 25, 2026

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.

Looking to diversify beyond NDARX? The mutual funds below have the lowest correlation with NDARX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from NDARX.

Best Diversifiers for NDARX

1 mutual funds have low correlation with NDARX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.08, down from 0.50 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
MHELX
MH Elite Small Cap Fund of Funds Fund0.080.190.50
75
Diversified PortfolioNDARX vs MHELX
FCSRX
Fidelity Advisor Strategic Real Return Fund Class ...0.470.630.69
82
Diversified PortfolioNDARX vs FCSRX
FIQDX
Fidelity Advisor Strategic Real Return Fund Class ...0.470.630.69
87
Diversified PortfolioNDARX vs FIQDX
FSRKX
Fidelity Strategic Real Return Fund Class K60.480.630.69
88
Diversified PortfolioNDARX vs FSRKX
FSRRX
Fidelity Strategic Real Return Fund0.490.640.69
86
Diversified PortfolioNDARX vs FSRRX
See all 34 diversifiers for NDARX

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