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 R5 REMTX
- NAV / 1-Day Return 17.63 / +1.03 %
- Total Assets 13.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.440%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Target-Date 2060
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 1.25%
- Turnover 1%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis REMTX
Will REMTX 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 79.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds SMALLCAP World R6 | 9.96 | 1.3 Bil | — |
American Funds New Perspective R6 | 9.92 | 1.3 Bil | — |
American Funds Fundamental Invs R6 | 9.00 | 1.2 Bil | — |
American Funds Capital World Gr&Inc R6 | 8.25 | 1.1 Bil | — |
American Funds Washington Mutual R6 | 8.00 | 1.0 Bil | — |
American Funds Growth Fund of Amer R6 | 7.05 | 916.4 Mil | — |
American Funds AMCAP R6 | 7.04 | 915.5 Mil | — |
American Funds New World R6 | 7.01 | 911.6 Mil | — |
American Funds Invmt Co of Amer R6 | 7.01 | 911.1 Mil | — |
American Funds American Balanced R6 | 6.00 | 780.4 Mil | — |