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    American Funds 2055 Trgt Date Retire F1 (FAJTX)

    15.54 Up 0.10(0.65%) Oct 8
    Prev Close:15.44
    YTD Return*:-4.50%
    Net Assets*:650.54M

    * As of 30-Sep-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for FAJTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Invmt Co of Amer R68.98N/A
    American Funds Washington Mutual R68.97N/A
    American Funds Fundamental Invs R67.99N/A
    American Funds American Mutual R67.97N/A
    American Funds SMALLCAP World R67.04N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:650.54M
    Category:Target Date 2051+
    Annual Report Expense Ratio (net):0.33%

    Performance & Risk

    YTD Return:-4.50%
    5y Avg Return:9.37%
    Rank in Category (ytd):12
    % Rank in Category (ytd):4.86%
    Beta (3y):1.39
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its 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. View More
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