American Funds 2025 Target Date Retirement Income Fund® Class R-5E RHDTX 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
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
FAPTX
| American Funds 2025 Target Date Retirement Income Fund® Class F-1 | No Load | Open | $98.04M | 0.670% | Above Average | $250 | −$15.06M | |||
FBDTX
| American Funds 2025 Target Date Retirement Income Fund® Class F-2 | No Load | Open | $313.86M | 0.390% | Below Average | $250 | −$23.42M | |||
FDDTX
| American Funds 2025 Target Date Retirement Income Fund® Class F-3 | Institutional | Open | $39.25M | 0.310% | Below Average | $1M | −$982,001.03 | |||
AADTX
| American Funds 2025 Target Date Retirement Income Fund® Class A | Front Load | Open | $4.00B | 0.630% | Low | $250 | −$361.01M | |||
CCDTX
| American Funds 2025 Target Date Retirement Income Fund® Class C | Level Load | Open | $142.65M | 1.380% | Low | $250 | −$30.85M | |||
REDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-5 | Retirement, Large | Open | $360.02M | 0.360% | Average | $250 | −$72.14M | |||
RFDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-6 | Retirement, Large | Open | $20.07B | 0.310% | Below Average | $250 | −$3.63B | |||
RHDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-5E | Retirement, Large | Open | $834.00M | 0.450% | Above Average | $250 | −$163.54M | |||
RDDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-4 | Retirement, Medium | Open | $1.38B | 0.660% | Below Average | $250 | −$335.06M | |||
RCDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-3 | Retirement, Medium | Open | $1.59B | 0.950% | Average | $250 | −$248.99M | |||
RADTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-1 | Retirement, Small | Open | $15.32M | 1.400% | High | $250 | −$5.87M | |||
RBDTX
| American Funds 2025 Target Date Retirement Income Fund® Class R-2 | Retirement, Small | Open | $948.79M | 1.400% | High | $250 | −$161.50M | |||
RBEDX
| American Funds 2025 Target Date Retirement Income Fund® Class R-2E | Retirement, Small | Open | $267.79M | 1.100% | Low | $250 | −$59.56M |
United States