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    American Funds 2020 Trgt Date Retire R5 (RECTX)

    11.50 Up 0.02(0.17%) May 26
    Prev Close:11.50
    YTD Return*:3.24%
    Net Assets*:6.54B
    Yield*:1.39%

    * As of 30-Apr-16

    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 R68.96N/A
    American Funds American Mutual R66.03N/A
    American Funds Invmt Co of Amer R65.79N/A
    American Funds Washington Mutual R65.78N/A
    American Funds Bond Fund of Amer R65.71N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.54B
    Category:Target-Date 2020
    Annual Report Expense Ratio (net):0.07%

    Performance & Risk

    YTD Return:3.24%
    5y Avg Return:6.96%
    Rank in Category (ytd):20
    % Rank in Category (ytd):7.78%
    Beta (3y):0.96
    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. The advisor 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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