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Nasdaq - Delayed Quote USD

American Funds 2020 Trgt Date Retire A (AACTX)

13.03
-0.07
(-0.53%)
At close: 8:03:46 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

  • Commonwealth Universe
  • ADP Access
  • ADP Access Open Fund Architecture
  • Pershing Retirement Plan Network
  • Kestra Financial
  • 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 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 2020
Fund Family American Funds
Net Assets 15.01B
YTD Return 2.24%
Yield 2.65%
Morningstar Rating
Inception Date Feb 01, 2007

Performance & Risk

YTD Return -2.24%
5y Average Return 6.53%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

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