American Funds 2020 Target Date Retirement Income Fund® Class R-5E RHCTX
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.
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-1 | No Load | Open | $44.48M | 0.660% | High | $250 | −$3.91M | |||
FBCTX | American Funds 2020 Target Date Retirement Income Fund® Class F-2 | No Load | Open | $168.36M | 0.380% | Below Average | $250 | −$6.51M | |||
FCCTX | American Funds 2020 Target Date Retirement Income Fund® Class F-3 | Institutional | Open | $29.33M | 0.300% | Below Average | $1M | −$4.78M | |||
AACTX | American Funds 2020 Target Date Retirement Income Fund® Class A | Front Load | Open | $2.14B | 0.610% | Low | $250 | −$241.60M | |||
CCCTX | American Funds 2020 Target Date Retirement Income Fund® Class C | Level Load | Open | $58.63M | 1.370% | Low | $250 | −$21.12M | |||
RECTX | American Funds 2020 Target Date Retirement Income Fund® Class R-5 | Retirement, Large | Open | $145.76M | 0.350% | Average | $250 | −$39.06M | |||
RRCTX | American Funds 2020 Target Date Retirement Income Fund® Class R-6 | Retirement, Large | Open | $8.43B | 0.300% | Below Average | $250 | −$1.55B | |||
RHCTX | American Funds 2020 Target Date Retirement Income Fund® Class R-5E | Retirement, Large | Open | $353.36M | 0.440% | Above Average | $250 | −$86.24M | |||
RDCTX | American Funds 2020 Target Date Retirement Income Fund® Class R-4 | Retirement, Medium | Open | $706.64M | 0.650% | Below Average | $250 | −$146.94M | |||
RCCTX | American Funds 2020 Target Date Retirement Income Fund® Class R-3 | Retirement, Medium | Open | $670.86M | 0.940% | Average | $250 | −$93.46M | |||
RACTX | American Funds 2020 Target Date Retirement Income Fund® Class R-1 | Retirement, Small | Open | $7.10M | 1.390% | High | $250 | −$1.23M | |||
RBCTX | American Funds 2020 Target Date Retirement Income Fund® Class R-2 | Retirement, Small | Open | $396.05M | 1.390% | High | $250 | −$56.83M | |||
RBEHX | American Funds 2020 Target Date Retirement Income Fund® Class R-2E | Retirement, Small | Open | $116.78M | 1.090% | Low | $250 | −$28.85M |
United States