Nasdaq - Delayed Quote • USD
American Funds 2015 Trgt Date Retire R5E (RHBTX)
At close: 8:00 PM EDT
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- 0.25
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Schwab Institutional
- Scottrade Load
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- LPL SAM Eligible - 11.01.2023
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- CommonWealth NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 4.3.24
- RBC Wealth Management-Network Eligible
- Ameritas NTFN
- Scottrade NTF
- Fidelity Advisor 401(k) I Shares
- Morgan Stanley Consulting Group Advisor
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 4.3.24
- ADP Access Open Fund Architecture
- RBC Wealth Management-Wrap Eligible
- H Beck Inc.
- Securities America Inc.
- Morgan Stanley Portfolio Management
- JP Morgan No Load
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past 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, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
Fund Overview
Category | Target-Date 2015 |
Fund Family | American Funds |
Net Assets | 5.06B |
YTD Return | 2.96% |
Yield | 2.83% |
Morningstar Rating | |
Inception Date | Jan 27, 2017 |
Performance & Risk
YTD Return | 1.01% |
5y Average Return | 5.01% |
Rank in Category (ytd) | 42 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.75 |
Morningstar Risk Rating |
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