American Funds Trgt Date Ret 2055 R5
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles, CA 90071
Map
Phone: 800-421-4225
| Category: | Target Date 2051+ | | Fund Family: | American Funds | | Net Assets: | 136.25M | | Year-to-Date Return: | 4.66% | | Yield: | 1.74% | | Morningstar Rating: |  | | Fund Inception Date: | Jan 31, 2010 |
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James B. Lovelace
Lead Manager since Jan 31, 2010 | | | Lovelace is a senior vice president and portfolio manager with Capital Research Global Investors.Lovelace holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | 250 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks growth, income and conservation of capital.
The fund normally invests a greater portion of assets in bond, equity-income and balanced funds as it approaches and passes its target date. It 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 such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives. |
| Last Dividend
(Dec 27, 2012)
:
| 0.22 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 10.00% | | Average for Category: | 23.99% |
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| Expense | REKTX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.10% | 0.46% | | Prospectus Net Expense Ratio: | 0.52% | N/A | | Prospectus Gross Expense Ratio: | 0.70% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.14% | | Max Deferred Sales Load:
| N/A | 1.83% | | 3 Yr Expense Projection*: | 206 | 625 | | 5 Yr Expense Projection*: | 372 | 954 | | 10 Yr Expense Projection*: | 854 | 2,018 |
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0.06(0.43%) May 23