American Funds 2025 Target Date Retirement Income Fund® Class R-5 REDTX
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 | $91.76M | 0.670% | Above Average | $250 | −$17.65M | |||
FBDTX | American Funds 2025 Target Date Retirement Income Fund® Class F-2 | No Load | Open | $301.17M | 0.390% | Below Average | $250 | −$30.62M | |||
FDDTX | American Funds 2025 Target Date Retirement Income Fund® Class F-3 | Institutional | Open | $41.78M | 0.310% | Below Average | $1M | $1.48M | |||
AADTX | American Funds 2025 Target Date Retirement Income Fund® Class A | Front Load | Open | $3.85B | 0.630% | Low | $250 | −$398.86M | |||
CCDTX | American Funds 2025 Target Date Retirement Income Fund® Class C | Level Load | Open | $132.94M | 1.380% | Low | $250 | −$31.29M | |||
REDTX | American Funds 2025 Target Date Retirement Income Fund® Class R-5 | Retirement, Large | Open | $318.52M | 0.360% | Average | $250 | −$82.35M | |||
RFDTX | American Funds 2025 Target Date Retirement Income Fund® Class R-6 | Retirement, Large | Open | $19.10B | 0.310% | Below Average | $250 | −$3.58B | |||
RHDTX | American Funds 2025 Target Date Retirement Income Fund® Class R-5E | Retirement, Large | Open | $791.41M | 0.450% | Above Average | $250 | −$180.15M | |||
RDDTX | American Funds 2025 Target Date Retirement Income Fund® Class R-4 | Retirement, Medium | Open | $1.29B | 0.660% | Below Average | $250 | −$341.71M | |||
RCDTX | American Funds 2025 Target Date Retirement Income Fund® Class R-3 | Retirement, Medium | Open | $1.51B | 0.950% | Average | $250 | −$257.98M | |||
RADTX | American Funds 2025 Target Date Retirement Income Fund® Class R-1 | Retirement, Small | Open | $14.51M | 1.400% | High | $250 | −$5.16M | |||
RBDTX | American Funds 2025 Target Date Retirement Income Fund® Class R-2 | Retirement, Small | Open | $900.66M | 1.400% | High | $250 | −$164.10M | |||
RBEDX | American Funds 2025 Target Date Retirement Income Fund® Class R-2E | Retirement, Small | Open | $256.02M | 1.100% | Low | $250 | −$56.13M |
United States