AAETX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

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

Profile

Details

Group

Balanced Funds

Fundamentals

AAETX

Net Assets

48.9B

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

4.66B

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

2.384

Annual Yield % from dividends

2.02

Returns for 1 year

9.09

Returns for 3 years

16.32

Returns for 5 years

33.20

Returns for 10 years

43.19

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category

Profile

Fundamentals

Details