American Funds 2025 Target Date Retirement Income Fund® Class C CCDTX
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.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
FAPTX
| American Funds 2025 Target Date Retirement Income Fund® Class F-1 | No Load | Open | $94.20M | 0.670% | Above Average | $250 | −$16.16M | |||
FBDTX
| American Funds 2025 Target Date Retirement Income Fund® Class F-2 | No Load | Open | $303.84M | 0.390% | Below Average | $250 | −$27.07M | |||
FDDTX
| American Funds 2025 Target Date Retirement Income Fund® Class F-3 | Institutional | Open | $40.85M | 0.310% | Below Average | $1M | $518,300.89 | |||
AADTX
| American Funds 2025 Target Date Retirement Income Fund® Class A | Front Load | Open | $3.87B | 0.630% | Low | $250 | −$378.36M | |||
CCDTX
| American Funds 2025 Target Date Retirement Income Fund® Class C | Level Load | Open | $134.81M | 1.380% | Low | $250 | −$31.07M | |||
REDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-5 | Retirement, Large | Open | $334.23M | 0.360% | Average | $250 | −$79.90M | |||
RFDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-6 | Retirement, Large | Open | $19.24B | 0.310% | Below Average | $250 | −$3.60B | |||
RHDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-5E | Retirement, Large | Open | $796.86M | 0.450% | Above Average | $250 | −$195.67M | |||
RDDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-4 | Retirement, Medium | Open | $1.31B | 0.660% | Below Average | $250 | −$335.23M | |||
RCDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-3 | Retirement, Medium | Open | $1.52B | 0.950% | Average | $250 | −$252.31M | |||
RADTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-1 | Retirement, Small | Open | $14.38M | 1.400% | High | $250 | −$5.78M | |||
RBDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-2 | Retirement, Small | Open | $905.35M | 1.400% | High | $250 | −$159.20M | |||
RBEDX
| American Funds 2025 Target Date Retirement Income Fund® Class R-2E | Retirement, Small | Open | $256.98M | 1.100% | Low | $250 | −$57.96M |