American Funds 2065 Target Date Retirement Fund® Class C CCLTX 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 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
|
Medalist Rating
Overall
|
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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|---|---|---|---|---|---|---|---|---|---|---|---|
FAXTX
| American Funds 2065 Target Date Retirement Fund® Class F-1 | No Load | Open | $9.54M | 0.740% | Above Average | $250 | $1.48M | |||
FBMTX
| American Funds 2065 Target Date Retirement Fund® Class F-2 | No Load | Open | $49.13M | 0.470% | Below Average | $250 | $8.25M | |||
FCQTX
| American Funds 2065 Target Date Retirement Fund® Class F-3 | Institutional | Open | $3.62M | 0.390% | Average | $1M | $1.63M | |||
AAOTX
| American Funds 2065 Target Date Retirement Fund® Class A | Front Load | Open | $715.25M | 0.730% | Below Average | $250 | $106.05M | |||
CCLTX
| American Funds 2065 Target Date Retirement Fund® Class C | Level Load | Open | $48.28M | 1.470% | Average | $250 | $5.20M | |||
RFVTX
| American Funds 2065 Target Date Retirement Fund® Class R-6 | Retirement, Large | Open | $5.31B | 0.390% | Below Average | $250 | $850.50M | |||
REOTX
| American Funds 2065 Target Date Retirement Fund® Class R-5 | Retirement, Large | Open | $83.25M | 0.440% | Average | $250 | $9.73M | |||
RHLTX
| American Funds 2065 Target Date Retirement Fund® Class R-5E | Retirement, Large | Open | $291.12M | 0.530% | Above Average | $250 | $50.70M | |||
RDLTX
| American Funds 2065 Target Date Retirement Fund® Class R-4 | Retirement, Medium | Open | $293.44M | 0.740% | Low | $250 | $46.91M | |||
RCPTX
| American Funds 2065 Target Date Retirement Fund® Class R-3 | Retirement, Medium | Open | $472.95M | 1.030% | Average | $250 | $69.24M | |||
RAQTX
| American Funds 2065 Target Date Retirement Fund® Class R-1 | Retirement, Small | Open | $1.96M | 1.490% | Above Average | $250 | $194,701.97 | |||
RBOTX
| American Funds 2065 Target Date Retirement Fund® Class R-2 | Retirement, Small | Open | $314.54M | 1.480% | Below Average | $250 | $23.00M | |||
RBEOX
| American Funds 2065 Target Date Retirement Fund® Class R-2E | Retirement, Small | Open | $49.86M | 1.180% | Low | $250 | $7.84M |
United States