CCBTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds 2015 Trgt Date Retire C (CCBTX) Ownership - Who owns American Funds 2015 Trgt Date Retire C?

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

Category: #Target Date 2011-2015

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

Profile

Details

Group

Balanced Funds

Fundamentals

CCBTX

Net Assets

4.86B

Fund Existence

about 11 years

Turnover

N/A

Total Expense Ratio

1.37

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2015

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.37

Assets in Top Ten Holdings

3.71B

Average Credit Quality

Average Effective Duration

4.38

Average Effective Maturity

6.81

Fund of Funds

Yes

Fund Share Class Net Assets

20M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

5.05

No Load Fund

Number of Long Holdings

19.00

Number of Net Holdings

20.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.29

Weighting Top Ten Holdings

73.96%

Gain YTD

2.649

Annual Yield % from dividends

1.96

Returns for 1 year

5.41

Returns for 3 years

6.82

Returns for 5 years

15.01

Returns for 10 years

22.91

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Profile

Fundamentals

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