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American Funds 2025 Target Date Retirement Fund (REDTX)
15.21
+0.01
+(0.07%)
At close: 8:02:07 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
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
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 2025 |
| Fund Family | American Funds |
| Net Assets | 32.37B |
| YTD Return | 1.97% |
| Yield | 2.74% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2007 |
Performance & Risk
| YTD Return | -0.33% |
| 5y Average Return | 7.50% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
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