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American Funds 2060 Trgt Date Retire A (AANTX)

18.66
-0.01
(-0.05%)
At close: February 14 at 8:00:02 PM EST
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DELL
  • Previous Close 18.67
  • YTD Return 3.77%
  • Expense Ratio 0.73%
  • Category Target-Date 2060+
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 15.41B
  • Beta (5Y Monthly) 1.18
  • Yield 0.83%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.16
  • Inception Date Mar 27, 2015

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.

American Funds

Fund Family

Target-Date 2060+

Fund Category

15.41B

Net Assets

2015-03-27

Inception Date

Performance Overview: AANTX

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Trailing returns as of 2/14/2025. Category is Target-Date 2060+.

YTD Return

AANTX
3.77%
Category
6.10%
 

1-Year Return

AANTX
19.18%
Category
14.41%
 

3-Year Return

AANTX
7.47%
Category
4.94%
 

5-Year Return

AANTX
10.22%
Category
9.53%
 

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Holdings: AANTX

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Sector Weightings

SectorAANTX
Technology   24.08%
Industrials   14.11%
Healthcare   14.11%
Energy   2.90%
Utilities   2.03%
Real Estate   1.38%

Recent News: AANTX

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Research Reports: AANTX

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