American Funds 2020 Target Date Retirement Income Fund® Class A AACTX Strategy
Strategy
The investment seeks growth, income and conservation of capital. 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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
|
Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
FAOTX
| American Funds 2020 Target Date Retirement Income Fund® Class F-1 | No Load | Open | $46.21M | 0.660% | High | $250 | −$3.43M | |||
FBCTX
| American Funds 2020 Target Date Retirement Income Fund® Class F-2 | No Load | Open | $167.25M | 0.380% | Below Average | $250 | −$7.88M | |||
FCCTX
| American Funds 2020 Target Date Retirement Income Fund® Class F-3 | Institutional | Open | $31.37M | 0.300% | Below Average | $1M | −$3.54M | |||
AACTX
| American Funds 2020 Target Date Retirement Income Fund® Class A | Front Load | Open | $2.21B | 0.610% | Low | $250 | −$233.18M | |||
CCCTX
| American Funds 2020 Target Date Retirement Income Fund® Class C | Level Load | Open | $64.77M | 1.370% | Low | $250 | −$20.20M | |||
RECTX
| American Funds 2020 Target Date Retirement Income Fund® Class R-5 | Retirement, Large | Open | $157.50M | 0.350% | Average | $250 | −$38.32M | |||
RRCTX
| American Funds 2020 Target Date Retirement Income Fund® Class R-6 | Retirement, Large | Open | $8.77B | 0.300% | Below Average | $250 | −$1.61B | |||
RHCTX
| American Funds 2020 Target Date Retirement Income Fund® Class R-5E | Retirement, Large | Open | $382.80M | 0.440% | Above Average | $250 | −$71.11M | |||
RDCTX
| American Funds 2020 Target Date Retirement Income Fund® Class R-4 | Retirement, Medium | Open | $744.17M | 0.650% | Below Average | $250 | −$145.26M | |||
RCCTX
| American Funds 2020 Target Date Retirement Income Fund® Class R-3 | Retirement, Medium | Open | $696.49M | 0.940% | Average | $250 | −$89.64M | |||
RACTX
| American Funds 2020 Target Date Retirement Income Fund® Class R-1 | Retirement, Small | Open | $7.47M | 1.390% | High | $250 | −$953,646.82 | |||
RBCTX
| American Funds 2020 Target Date Retirement Income Fund® Class R-2 | Retirement, Small | Open | $413.37M | 1.390% | High | $250 | −$61.41M | |||
RBEHX
| American Funds 2020 Target Date Retirement Income Fund® Class R-2E | Retirement, Small | Open | $122.87M | 1.090% | Low | $250 | −$28.42M |