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    American Funds 2020 Trgt Date Retire R5 (RECTX)

    11.69 Down 0.01(0.09%) Jan 23
    Prev Close:11.70
    YTD Return*:6.68%
    Net Assets*:4.77B
    Yield*:1.50%

    * As of 31-Dec-14

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

    Headlines

    • 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:4.77B
    Category:Target Date 2016-2020
    Annual Report Expense Ratio (net):0.06%

    Performance & Risk

    YTD Return:6.68%
    5y Avg Return:9.93%
    Rank in Category (ytd):4
    % Rank in Category (ytd):1.75%
    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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