• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.12% Nasdaq Up 0.71%

    American Funds 2055 Trgt Date Retire F1 (FAJTX)

    16.43 Up 0.06(0.37%) Apr 24
    Prev Close:16.37
    YTD Return*:2.19%
    Net Assets*:540.63M
    Yield*:0.96%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for FAJTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Washington Mutual R69.00N/A
    American Funds Invmt Co of Amer R69.00N/A
    American Funds Fundamental Invs R68.00N/A
    American Funds American Mutual R68.00N/A
    American Funds SMALLCAP World R67.01N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:540.63M
    Category:Target Date 2051+
    Annual Report Expense Ratio (net):0.33%

    Performance & Risk

    YTD Return:2.19%
    5y Avg Return:11.19%
    Rank in Category (ytd):91
    % Rank in Category (ytd):36.84%
    Beta (3y):1.34
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback