American Funds 2065 Target Date Retirement Fund® Class R-6 RFVTX
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
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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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|---|---|---|---|---|---|---|---|---|---|---|---|
FAXTX
| American Funds 2065 Target Date Retirement Fund® Class F-1 | No Load | Open | $9.59M | 0.740% | Above Average | $250 | $1.44M | |||
FBMTX
| American Funds 2065 Target Date Retirement Fund® Class F-2 | No Load | Open | $48.97M | 0.470% | Below Average | $250 | $8.85M | |||
FCQTX
| American Funds 2065 Target Date Retirement Fund® Class F-3 | Institutional | Open | $3.65M | 0.390% | Average | $1M | $1.41M | |||
AAOTX
| American Funds 2065 Target Date Retirement Fund® Class A | Front Load | Open | $712.77M | 0.730% | Below Average | $250 | $104.62M | |||
CCLTX
| American Funds 2065 Target Date Retirement Fund® Class C | Level Load | Open | $47.83M | 1.470% | Average | $250 | $5.16M | |||
RFVTX
| American Funds 2065 Target Date Retirement Fund® Class R-6 | Retirement, Large | Open | $5.34B | 0.390% | Below Average | $250 | $888.67M | |||
REOTX
| American Funds 2065 Target Date Retirement Fund® Class R-5 | Retirement, Large | Open | $82.48M | 0.440% | Average | $250 | $10.30M | |||
RHLTX
| American Funds 2065 Target Date Retirement Fund® Class R-5E | Retirement, Large | Open | $292.98M | 0.530% | Above Average | $250 | $49.75M | |||
RDLTX
| American Funds 2065 Target Date Retirement Fund® Class R-4 | Retirement, Medium | Open | $289.93M | 0.740% | Low | $250 | $44.86M | |||
RCPTX
| American Funds 2065 Target Date Retirement Fund® Class R-3 | Retirement, Medium | Open | $474.34M | 1.030% | Average | $250 | $71.44M | |||
RBOTX
| American Funds 2065 Target Date Retirement Fund® Class R-2 | Retirement, Small | Open | $310.18M | 1.480% | Below Average | $250 | $23.47M | |||
RAQTX
| American Funds 2065 Target Date Retirement Fund® Class R-1 | Retirement, Small | Open | $1.94M | 1.490% | Above Average | $250 | $196,637.06 | |||
RBEOX
| American Funds 2065 Target Date Retirement Fund® Class R-2E | Retirement, Small | Open | $49.77M | 1.180% | Low | $250 | $7.03M |
United States