RCDTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds 2025 Trgt Date Retire R3 (RCDTX) Ownership - Who owns American Funds 2025 Trgt Date Retire R3?

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

RCDTX

Net Assets

32B

Fund Existence

about 18 years

Turnover

10.00

Total Expense Ratio

0.95

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 2025

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.95

Assets in Top Ten Holdings

21B

Average Credit Quality

Average Effective Duration

4.56

Average Effective Maturity

7.02

Fund of Funds

Yes

Fund Share Class Net Assets

1.64B

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

5.27

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

0.30

Weighting Top Ten Holdings

66.53%

Gain YTD

2.076

Annual Yield % from dividends

2.18

Returns for 1 year

6.31

Returns for 3 years

11.87

Returns for 5 years

21.75

Returns for 10 years

30.43

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Fundamentals

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