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Mutual Fund ticker: NASDAQ
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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

Profile

Category
Target-Date 2015
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 2011-2015
Total Expense Ratio
1.37
Min. Initial Investment
250.00
Fund Existence
about 11 years
Turnover
N/A
Front Load
N/A
Net Assets
4854652000.00
Manager Tenure
N/A

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
10
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
No
Management Fee
0.00
Modified Duration
5.05
No Load Fund
No
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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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2015
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com