American Funds 2030 Target Date Retirement Fund® Class A AAETX
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 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.
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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
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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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|---|---|---|---|---|---|---|---|---|---|---|---|
FBETX
| American Funds 2030 Target Date Retirement Fund® Class F-2 | No Load | Open | $478.40M | 0.410% | Below Average | $250 | $10.69M | |||
FAETX
| American Funds 2030 Target Date Retirement Fund® Class F-1 | No Load | Open | $211.08M | 0.690% | Above Average | $250 | −$16.55M | |||
FCETX
| American Funds 2030 Target Date Retirement Fund® Class F-3 | Institutional | Open | $61.96M | 0.330% | Below Average | $1M | $363,431.54 | |||
AAETX
| American Funds 2030 Target Date Retirement Fund® Class A | Front Load | Open | $5.18B | 0.660% | Low | $250 | −$246.07M | |||
CCETX
| American Funds 2030 Target Date Retirement Fund® Class C | Level Load | Open | $207.85M | 1.410% | Below Average | $250 | −$37.44M | |||
REETX
| American Funds 2030 Target Date Retirement Fund® Class R-5 | Retirement, Large | Open | $627.54M | 0.380% | Average | $250 | −$77.52M | |||
RFETX
| American Funds 2030 Target Date Retirement Fund® Class R-6 | Retirement, Large | Open | $34.89B | 0.330% | Below Average | $250 | −$2.92B | |||
RHETX
| American Funds 2030 Target Date Retirement Fund® Class R-5E | Retirement, Large | Open | $1.34B | 0.470% | Above Average | $250 | −$199.09M | |||
RDETX
| American Funds 2030 Target Date Retirement Fund® Class R-4 | Retirement, Medium | Open | $2.45B | 0.680% | Low | $250 | −$378.23M | |||
RCETX
| American Funds 2030 Target Date Retirement Fund® Class R-3 | Retirement, Medium | Open | $2.68B | 0.970% | Average | $250 | −$255.83M | |||
RAETX
| American Funds 2030 Target Date Retirement Fund® Class R-1 | Retirement, Small | Open | $47.74M | 1.420% | Below Average | $250 | −$6.78M | |||
RBETX
| American Funds 2030 Target Date Retirement Fund® Class R-2 | Retirement, Small | Open | $1.50B | 1.420% | Below Average | $250 | −$180.40M | |||
RBEEX
| American Funds 2030 Target Date Retirement Fund® Class R-2E | Retirement, Small | Open | $440.16M | 1.120% | Low | $250 | −$74.39M |
United States