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American Funds 2020 Trgt Date Retire R4 (RDCTX)

13.11 -0.01 (-0.08%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 13.12
  • YTD Return 3.32%
  • Expense Ratio 0.64%
  • Category Target-Date 2020
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 16.17B
  • Beta (5Y Monthly) 0.80
  • Yield 2.55%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.34
  • Inception Date Feb 1, 2007

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

American Funds

Fund Family

Target-Date 2020

Fund Category

16.17B

Net Assets

2007-02-01

Inception Date

Performance Overview: RDCTX

Trailing returns as of 4/23/2024. Category is Target-Date 2020.

YTD Return

RDCTX
3.32%
Category
5.78%
 

1-Year Return

RDCTX
10.33%
Category
18.91%
 

3-Year Return

RDCTX
2.79%
Category
9.48%
 

5-Year Return

RDCTX
5.82%
Category
8.82%
 

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Holdings: RDCTX

Top 10 Holdings (68.14% of Total Assets)

SymbolCompany% Assets
RIDGX
American Funds Income Fund of Amer R6 11.18%
RBFGX
American Funds Bond Fund of Amer R6 7.88%
RLBGX
American Funds American Balanced R6 7.87%
RILFX
American Funds Inflation Linked Bd R6 7.85%
RBOGX
American Funds Interm Bd Fd of Amer R6 5.89%
RMFGX
American Funds American Mutual R6 5.89%
RMAGX
American Funds Mortgage R6 5.88%
RIRGX
American Funds Capital Income Bldr R6 5.80%
RWIGX
American Funds Capital World Growth and Income Fund 5.01%
RGVGX
American Funds US Government Sec R6 4.90%

Sector Weightings

SectorRDCTX
Technology   18.99%
Healthcare   14.81%
Industrials   12.50%
Energy   6.13%
Utilities   4.28%
Real Estate   2.72%

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