REKTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds 2055 Trgt Date Retire R5 (REKTX) Ownership - Who owns American Funds 2055 Trgt Date Retire R5?

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

Category: #Target Date 2050+

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

Profile

Details

Group

Balanced Funds

Fundamentals

REKTX

Net Assets

24.8B

Fund Existence

about 15 years

Turnover

5.00

Total Expense Ratio

0.44

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 2055

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.44

Assets in Top Ten Holdings

14.4B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

322M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

17.00

Number of Net Holdings

18.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.38

Weighting Top Ten Holdings

77.01%

Gain YTD

0.834

Annual Yield % from dividends

1.14

Returns for 1 year

6.76

Returns for 3 years

19.73

Returns for 5 years

44.26

Returns for 10 years

74.92

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Fundamentals

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