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REOTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds 2065 Trgt Date Retire R5 (REOTX) Ownership - Who owns American Funds 2065 Trgt Date Retire R5?

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

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

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Details

Group

Balanced Funds

Fundamentals

REOTX

Net Assets

5.25B

Fund Existence

over 5 years

Turnover

4.00

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 2065+

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.44

Assets in Top Ten Holdings

1.68B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

63M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

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

80.00%

Gain YTD

14.645

Annual Yield % from dividends

0.95

Returns for 1 year

18.98

Returns for 3 years

49.19

Returns for 5 years

61.27

Returns for 10 years

N/A

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