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    American Funds 2020 Trgt Date Retire R5 (RECTX)

    12.08 Up 0.01(0.08%) Dec 24
    Prev Close:12.07
    YTD Return*:7.81%
    Net Assets*:4.35B

    * As of 30-Nov-14

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


    • No Headlines available for RECTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Interm Bd Fd of Amer R68.08N/A
    American Funds American Balanced R67.97N/A
    American Funds US Government Sec R67.33N/A
    American Funds Washington Mutual R66.64N/A
    American Funds Invmt Co of Amer R66.18N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.35B
    Category:Target Date 2016-2020
    Annual Report Expense Ratio (net):0.06%

    Performance & Risk

    YTD Return:7.81%
    5y Avg Return:10.44%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.44%
    Beta (3y):0.98
    Morningstar Risk Rating:3

    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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