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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?

Profile

Category
Target-Date 2065+
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 2050+
Total Expense Ratio
N/A
Min. Initial Investment
250.00
Fund Existence
over 4 years
Turnover
1.00
Front Load
N/A
Net Assets
3653095000.00
Manager Tenure
N/A

Fundamentals

REOTX
Net Assets
3.65B
Fund Existence
over 4 years
Turnover
1.00
Total Expense Ratio
N/A
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
N/A
Assets in Top Ten Holdings
1.68B
Average Credit Quality
N/A
Average Effective Duration
4.51
Average Effective Maturity
6.79
Fund of Funds
No
Fund Share Class Net Assets
49.5M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
5.18
No Load Fund
No
Number of Long Holdings
15.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
16.935
Annual Yield % from dividends
1.18
Returns for 1 year
23.11
Returns for 3 years
9.98
Returns for 5 years
N/A
Returns for 10 years
N/A
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published price charts
A.I. Advisor
published General Information

General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2065+
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com