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    American Funds 2020 Trgt Date Retire R5 (RECTX)

    11.77 Up 0.02(0.17%) Jul 2
    Prev Close:11.77
    YTD Return*:3.02%
    Net Assets*:5.46B

    * As of 31-May-15

    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 R69.02N/A
    American Funds American Mutual R66.01N/A
    American Funds US Government Sec R65.97N/A
    American Funds Washington Mutual R65.95N/A
    American Funds Invmt Co of Amer R65.94N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.46B
    Category:Target Date 2016-2020
    Annual Report Expense Ratio (net):0.06%

    Performance & Risk

    YTD Return:3.02%
    5y Avg Return:11.14%
    Rank in Category (ytd):48
    % Rank in Category (ytd):18.75%
    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 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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