Nasdaq - Delayed Quote USD
American Funds 2065 Trgt Date Retire R5 (REOTX)
As of 8:06 AM EST. Market Open.
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18.16 - YTD Return 14.42%
- Expense Ratio 0.44%
- Category Target-Date 2065+
- Last Cap Gain -5.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 3.65B
- Beta (5Y Monthly) 1.21
- Yield 1.11%
- 5y Average Return --
- Holdings Turnover 1.00%
- Last Dividend 0.20
- Inception Date Mar 27, 2020
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 2065+
Fund Category
3.65B
Net Assets
2020-03-27
Inception Date
Performance Overview: REOTX
View MoreTrailing returns as of 11/25/2024. Category is Target-Date 2065+.
Holdings: REOTX
View MoreTop 10 Holdings (79.26% of Total Assets)
Sector Weightings
SectorREOTX
Technology 25.51%
Healthcare 14.33%
Industrials 13.80%
Financial Services 11.59%
Consumer Cyclical 10.46%
Communication Services 8.61%
Consumer Defensive 5.58%
Basic Materials 3.74%
Energy 3.30%
Utilities 1.89%
Real Estate 1.19%
Recent News: REOTX
View MoreResearch Reports: REOTX
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FZAOX Fidelity Advisor Small Cap Z
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