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Morningstar

American Funds 2020 Trgt Date Retire A AACTX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.53  /  0.56 %
  • Total Assets 16.5 Bil
  • Adj. Expense Ratio
    0.330%
  • 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 / Moderate
  • Status Open
  • TTM Yield 2.47%
  • Turnover 15%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis AACTX

Will AACTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AACTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AACTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AACTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A top choice.

Director

Summary

| by Jason Kephart

The American Funds Target Date Retirement series continues to be a top choice for retirement savers. Its cheapest share classes continue to earn Morningstar Analyst Ratings of Gold, while its more-expensive options are rated Silver or Bronze.

Unlock our full analysis with Morningstar Investor