The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2020 Trgt Date Retire A AACTX
- NAV / 1-Day Return 13.40 / +0.53 %
- Total Assets 16.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.640%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Limited
- Status Open
- TTM Yield 2.62%
- Turnover 6%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:07 PM GMT+0
Morningstar’s Analysis AACTX
Will AACTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 69.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds Income Fund of Amer R6 | 11.20 | 1.8 Bil | — |
American Funds American Balanced R6 | 8.01 | 1.3 Bil | — |
American Funds Bond Fund of Amer R6 | 7.99 | 1.3 Bil | — |
American Funds Inflation Linked Bd R6 | 7.93 | 1.3 Bil | — |
American Funds American Mutual R6 | 6.00 | 974.7 Mil | — |
American Funds Mortgage R6 | 5.99 | 973.9 Mil | — |
American Funds Interm Bd Fd of Amer R6 | 5.93 | 962.9 Mil | — |
American Funds Capital Income Bldr R6 | 5.82 | 945.3 Mil | — |
American Funds Capital World Gr&Inc R6 | 5.20 | 844.7 Mil | — |
American Funds Washington Mutual R6 | 5.00 | 812.6 Mil | — |