American Funds 2030 Target Date Retirement Fund® Class R-5 REETX 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
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Medalist Rating
Overall
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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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|---|---|---|---|---|---|---|---|---|---|---|---|
FBETX
| American Funds 2030 Target Date Retirement Fund® Class F-2 | No Load | Open | $490.18M | 0.410% | Below Average | $250 | $11.74M | |||
FAETX
| American Funds 2030 Target Date Retirement Fund® Class F-1 | No Load | Open | $219.09M | 0.690% | Above Average | $250 | −$12.42M | |||
FCETX
| American Funds 2030 Target Date Retirement Fund® Class F-3 | Institutional | Open | $63.68M | 0.330% | Below Average | $1M | $1.06M | |||
AAETX
| American Funds 2030 Target Date Retirement Fund® Class A | Front Load | Open | $5.31B | 0.660% | Low | $250 | −$221.96M | |||
CCETX
| American Funds 2030 Target Date Retirement Fund® Class C | Level Load | Open | $217.53M | 1.410% | Below Average | $250 | −$35.45M | |||
REETX
| American Funds 2030 Target Date Retirement Fund® Class R-5 | Retirement, Large | Open | $669.97M | 0.380% | Average | $250 | −$63.16M | |||
RFETX
| American Funds 2030 Target Date Retirement Fund® Class R-6 | Retirement, Large | Open | $35.93B | 0.330% | Below Average | $250 | −$2.96B | |||
RHETX
| American Funds 2030 Target Date Retirement Fund® Class R-5E | Retirement, Large | Open | $1.41B | 0.470% | Above Average | $250 | −$157.80M | |||
RDETX
| American Funds 2030 Target Date Retirement Fund® Class R-4 | Retirement, Medium | Open | $2.56B | 0.680% | Low | $250 | −$344.59M | |||
RCETX
| American Funds 2030 Target Date Retirement Fund® Class R-3 | Retirement, Medium | Open | $2.76B | 0.970% | Average | $250 | −$247.32M | |||
RAETX
| American Funds 2030 Target Date Retirement Fund® Class R-1 | Retirement, Small | Open | $49.13M | 1.420% | Below Average | $250 | −$8.26M | |||
RBETX
| American Funds 2030 Target Date Retirement Fund® Class R-2 | Retirement, Small | Open | $1.56B | 1.420% | Below Average | $250 | −$174.73M | |||
RBEEX
| American Funds 2030 Target Date Retirement Fund® Class R-2E | Retirement, Small | Open | $452.40M | 1.120% | Low | $250 | −$75.10M |
United States