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AAETX

Mutual Fund ticker: NASDAQ

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NET ASSETS

American Funds 2030 Trgt Date Retire A (AAETX) Ownership - Who owns American Funds 2030 Trgt Date Retire A?

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

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

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Details

Group

Balanced Funds

Fundamentals

AAETX

Net Assets

49.1B

Fund Existence

over 18 years

Turnover

7.00

Total Expense Ratio

0.66

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 2030

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.66

Assets in Top Ten Holdings

26.1B

Average Credit Quality

Average Effective Duration

4.61

Average Effective Maturity

7.09

Fund of Funds

Yes

Fund Share Class Net Assets

4.7B

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

5.31

No Load Fund

Number of Long Holdings

24.00

Number of Net Holdings

25.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.32

Weighting Top Ten Holdings

61.16%

Gain YTD

3.430

Annual Yield % from dividends

2.02

Returns for 1 year

7.66

Returns for 3 years

19.93

Returns for 5 years

30.75

Returns for 10 years

43.56

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