Morningstar

American Funds 2020 Target Date Retirement Income Fund® Class R-5 RECTX
Medalist Rating as of See Capital Group Investment Hub

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.

Related Share Classes

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
FAOTX
American Funds 2020 Target Date Retirement Income Fund® Class F-1No LoadOpen $44.42M0.660%High$250−$3.98M
FBCTX
American Funds 2020 Target Date Retirement Income Fund® Class F-2No LoadOpen $167.83M0.380%Below Average$250−$6.05M
FCCTX
American Funds 2020 Target Date Retirement Income Fund® Class F-3InstitutionalOpen $29.89M0.300%Below Average$1M−$3.74M
AACTX
American Funds 2020 Target Date Retirement Income Fund® Class AFront LoadOpen $2.15B0.610%Low$250−$238.80M
CCCTX
American Funds 2020 Target Date Retirement Income Fund® Class CLevel LoadOpen $59.94M1.370%Low$250−$21.00M
RECTX
American Funds 2020 Target Date Retirement Income Fund® Class R-5Retirement, LargeOpen $150.75M0.350%Average$250−$37.84M
RRCTX
American Funds 2020 Target Date Retirement Income Fund® Class R-6Retirement, LargeOpen $8.46B0.300%Below Average$250−$1.58B
RHCTX
American Funds 2020 Target Date Retirement Income Fund® Class R-5ERetirement, LargeOpen $354.12M0.440%Above Average$250−$86.94M
RDCTX
American Funds 2020 Target Date Retirement Income Fund® Class R-4Retirement, MediumOpen $710.31M0.650%Below Average$250−$144.82M
RCCTX
American Funds 2020 Target Date Retirement Income Fund® Class R-3Retirement, MediumOpen $674.61M0.940%Average$250−$94.33M
RACTX
American Funds 2020 Target Date Retirement Income Fund® Class R-1Retirement, SmallOpen $7.37M1.390%High$250−$961,544.39
RBCTX
American Funds 2020 Target Date Retirement Income Fund® Class R-2Retirement, SmallOpen $398.49M1.390%High$250−$59.86M
RBEHX
American Funds 2020 Target Date Retirement Income Fund® Class R-2ERetirement, SmallOpen $118.99M1.090%Low$250−$29.56M

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