NasdaqGM - Delayed Quote • USD
American Funds 2065 Target Date (0P0001IM05)
At close: April 5 at 4:00 PM EDT
Investment Information
- Min Initial Investment
- 250
- 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
Broker Availability Information Not Available
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, 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, including growth funds, 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 2065+ |
| Fund Family | American Funds |
| Net Assets | 2.65B |
| YTD Return | 7.85% |
| Yield | 1.21% |
| Morningstar Rating | |
| Inception Date | Mar 27, 2020 |
Performance & Risk
| YTD Return | 6.37% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.25 |
| Morningstar Risk Rating |
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