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American Funds 2020 Trgt Date Retire A (AACTX)

13.44 +0.01 (+0.07%)
At close: June 11 at 6:46 PM EDT
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DELL
  • Previous Close 13.43
  • YTD Return 3.08%
  • Expense Ratio 0.31%
  • Category Target-Date 2020
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 15.77B
  • Beta (5Y Monthly) 0.80
  • Yield 2.57%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.35
  • Inception Date Feb 21, 2014

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 funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

American Funds

Fund Family

Target-Date 2020

Fund Category

15.77B

Net Assets

2014-02-21

Inception Date

Performance Overview: AACTX

Trailing returns as of 6/10/2024. Category is Target-Date 2020.

YTD Return

AACTX
3.08%
Category
5.78%
 

1-Year Return

AACTX
10.72%
Category
18.91%
 

3-Year Return

AACTX
1.57%
Category
9.48%
 

5-Year Return

AACTX
5.94%
Category
8.82%
 

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Holdings: AACTX

Top 10 Holdings (69.34% of Total Assets)

SymbolCompany% Assets
RIDGX
American Funds Income Fund of Amer R6 11.49%
RLBGX
American Funds American Balanced R6 8.05%
RBFGX
American Funds The Bond Fund of America 7.92%
RILFX
American Funds Inflation Linked Bd R6 7.89%
RMFGX
American Funds American Mutual R6 6.05%
RIRGX
American Funds Capital Income Bldr R6 5.92%
RBOGX
American Funds Interm Bd Fd of Amer R6 5.91%
RMAGX
American Funds Mortgage R6 5.91%
RWIGX
American Funds Capital World Gr&Inc R6 5.16%
RWMGX
American Funds Washington Mutual R6 5.03%

Sector Weightings

SectorAACTX
Technology   20.05%
Healthcare   14.52%
Industrials   12.74%
Energy   5.94%
Utilities   4.17%
Real Estate   2.52%

Recent News: AACTX

Research Reports: AACTX

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