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American Funds 2020 Target Date Retirement Fund (RBCTX)

13.12
-0.05
(-0.38%)
As of 8:07:02 AM EDT. Market Open.

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

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 2.05%
Yield 1.91%
Morningstar Rating
Inception Date Feb 01, 2007

Performance & Risk

YTD Return -0.30%
5y Average Return 5.61%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

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