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American Funds 2020 Trgt Date Retire R5 (RECTX)

12.01 Up 0.02(0.17%) Aug 29
Prev Close:11.99
YTD Return*:4.17%
Net Assets*:3.88B

* As of 31-Jul-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 American Balanced R68.00N/A
American Funds US Government Sec R67.50N/A
American Funds Interm Bd Fd of Amer R67.00N/A
American Funds Washington Mutual R66.99N/A
American Funds Invmt Co of Amer R66.50N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:3.88B
Category:Target Date 2016-2020
Annual Report Expense Ratio (net):0.06%

Performance & Risk

YTD Return:4.17%
5y Avg Return:11.76%
Rank in Category (ytd):17
% Rank in Category (ytd):7.26%
Beta (3y):1.00
Morningstar Risk Rating:3

Fund Summary

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