American Funds 2055 Target Date Retirement Fund® Class R-5E RHJTX 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
|
Medalist Rating
Overall
|
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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|---|---|---|---|---|---|---|---|---|---|---|---|
FBJTX
| American Funds 2055 Target Date Retirement Fund® Class F-2 | No Load | Open | $149.36M | 0.460% | Below Average | $250 | $11.11M | |||
FAJTX
| American Funds 2055 Target Date Retirement Fund® Class F-1 | No Load | Open | $92.41M | 0.740% | Above Average | $250 | −$1.79M | |||
FCJTX
| American Funds 2055 Target Date Retirement Fund® Class F-3 | Institutional | Open | $23.06M | 0.380% | Below Average | $1M | $2.15M | |||
AAMTX
| American Funds 2055 Target Date Retirement Fund® Class A | Front Load | Open | $2.49B | 0.700% | Low | $250 | $57.57M | |||
CCJTX
| American Funds 2055 Target Date Retirement Fund® Class C | Level Load | Open | $137.08M | 1.460% | Average | $250 | −$11.18M | |||
REKTX
| American Funds 2055 Target Date Retirement Fund® Class R-5 | Retirement, Large | Open | $432.64M | 0.430% | Average | $250 | $384,839.55 | |||
RFKTX
| American Funds 2055 Target Date Retirement Fund® Class R-6 | Retirement, Large | Open | $23.56B | 0.380% | Below Average | $250 | −$254.98M | |||
RHJTX
| American Funds 2055 Target Date Retirement Fund® Class R-5E | Retirement, Large | Open | $888.16M | 0.520% | Above Average | $250 | $3.72M | |||
RCMTX
| American Funds 2055 Target Date Retirement Fund® Class R-3 | Retirement, Medium | Open | $1.54B | 1.020% | Average | $250 | −$331,612.36 | |||
RDJTX
| American Funds 2055 Target Date Retirement Fund® Class R-4 | Retirement, Medium | Open | $1.42B | 0.730% | Low | $250 | −$64.95M | |||
RAMTX
| American Funds 2055 Target Date Retirement Fund® Class R-1 | Retirement, Small | Open | $17.47M | 1.470% | Below Average | $250 | −$732,302.71 | |||
RBMTX
| American Funds 2055 Target Date Retirement Fund® Class R-2 | Retirement, Small | Open | $939.98M | 1.470% | Below Average | $250 | −$30.27M | |||
RBEMX
| American Funds 2055 Target Date Retirement Fund® Class R-2E | Retirement, Small | Open | $217.66M | 1.170% | Low | $250 | −$15.32M |
United States