The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2060 Trgt Date Retire R1 RANTX
- NAV / 1-Day Return 15.96 / −0.75 %
- Total Assets 11.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.490%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Small
- Category Target-Date 2060
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 0.50%
- Turnover 1%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0
Morningstar’s Analysis RANTX
Will RANTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 75.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds SMALLCAP World R6 | 9.85 | 1.2 Bil | — |
American Funds New Perspective R6 | 9.67 | 1.2 Bil | — |
American Funds Fundamental Invs R6 | 8.67 | 1.1 Bil | — |
American Funds Capital World Gr&Inc R6 | 8.47 | 1.0 Bil | — |
American Funds Washington Mutual R6 | 7.80 | 951.9 Mil | — |
American Funds AMCAP R6 | 6.82 | 832.5 Mil | — |
American Funds Invmt Co of Amer R6 | 6.79 | 829.1 Mil | — |
American Funds Growth Fund of Amer R6 | 6.79 | 829.0 Mil | — |
American Funds American Balanced R6 | 5.86 | 715.0 Mil | — |
American Funds US Government Sec R6 | 4.99 | 609.8 Mil | — |