American Funds 2060 Target Date Retirement Fund® Class A AANTX Strategy
Strategy
The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in fixed income, equity income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
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Ticker
|
Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
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Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
FAWTX
| American Funds 2060 Target Date Retirement Fund® Class F-1 | No Load | Open | $54.19M | 0.750% | Above Average | $250 | $3.32M | |||
FBKTX
| American Funds 2060 Target Date Retirement Fund® Class F-2 | No Load | Open | $141.67M | 0.470% | Below Average | $250 | $10.86M | |||
FCKTX
| American Funds 2060 Target Date Retirement Fund® Class F-3 | Institutional | Open | $19.53M | 0.390% | Average | $1M | $4.51M | |||
AANTX
| American Funds 2060 Target Date Retirement Fund® Class A | Front Load | Open | $1.74B | 0.720% | Below Average | $250 | $78.44M | |||
CCKTX
| American Funds 2060 Target Date Retirement Fund® Class C | Level Load | Open | $128.97M | 1.470% | Average | $250 | −$8.83M | |||
RFUTX
| American Funds 2060 Target Date Retirement Fund® Class R-6 | Retirement, Large | Open | $15.47B | 0.390% | Below Average | $250 | $533.83M | |||
REMTX
| American Funds 2060 Target Date Retirement Fund® Class R-5 | Retirement, Large | Open | $237.93M | 0.440% | Average | $250 | $9.56M | |||
RHKTX
| American Funds 2060 Target Date Retirement Fund® Class R-5E | Retirement, Large | Open | $629.35M | 0.530% | Above Average | $250 | $28.40M | |||
RDKTX
| American Funds 2060 Target Date Retirement Fund® Class R-4 | Retirement, Medium | Open | $868.50M | 0.740% | Low | $250 | −$6.23M | |||
RCNTX
| American Funds 2060 Target Date Retirement Fund® Class R-3 | Retirement, Medium | Open | $1.00B | 1.030% | Average | $250 | $42.60M | |||
RANTX
| American Funds 2060 Target Date Retirement Fund® Class R-1 | Retirement, Small | Open | $15.61M | 1.480% | Below Average | $250 | $1.09M | |||
RBENX
| American Funds 2060 Target Date Retirement Fund® Class R-2E | Retirement, Small | Open | $147.81M | 1.180% | Low | $250 | −$8.98M | |||
RBNTX
| American Funds 2060 Target Date Retirement Fund® Class R-2 | Retirement, Small | Open | $614.88M | 1.480% | Below Average | $250 | −$257,492.01 |
United States