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AACTX
Mutual Fund ticker: NASDAQ
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NET ASSETS

American Funds 2020 Trgt Date Retire A (AACTX) Ownership - Who owns American Funds 2020 Trgt Date Retire A?

The investment seeks growth, income and conservation of capital... Show more

Profile

Category
Target-Date 2020
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com

Details

Group
Balanced Funds
Category
Target Date 2016-2020
Total Expense Ratio
0.62
Min. Initial Investment
250.00
Fund Existence
about 18 years
Turnover
N/A
Front Load
5.75
Net Assets
14784764000.00
Manager Tenure
N/A

Fundamentals

AACTX
Net Assets
14.8B
Fund Existence
about 18 years
Turnover
N/A
Total Expense Ratio
0.62
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2020
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.62
Assets in Top Ten Holdings
11.2B
Average Credit Quality
10
Average Effective Duration
4.60
Average Effective Maturity
7.22
Fund of Funds
Yes
Fund Share Class Net Assets
2.15B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
5.37
No Load Fund
No
Number of Long Holdings
21.00
Number of Net Holdings
22.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.29
Weighting Top Ten Holdings
70.03%
Gain YTD
1.866
Annual Yield % from dividends
2.65
Returns for 1 year
7.17
Returns for 3 years
10.83
Returns for 5 years
21.20
Returns for 10 years
27.69
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2020
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com