REMTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds 2060 Trgt Date Retire R5 (REMTX) Ownership - Who owns American Funds 2060 Trgt Date Retire R5?

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

REMTX

Net Assets

14.9B

Fund Existence

about 10 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 2060

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.44

Assets in Top Ten Holdings

8.45B

Average Credit Quality

Average Effective Duration

4.59

Average Effective Maturity

7.27

Fund of Funds

Yes

Fund Share Class Net Assets

162M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

5.19

No Load Fund

Yes

Number of Long Holdings

16.00

Number of Net Holdings

17.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.38

Weighting Top Ten Holdings

79.99%

Gain YTD

-1.842

Annual Yield % from dividends

1.14

Returns for 1 year

6.61

Returns for 3 years

18.92

Returns for 5 years

50.42

Returns for 10 years

76.51

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Fundamentals

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