Nasdaq - Delayed Quote USD
American Funds 2060 Trgt Date Retire R6 (RFUTX)
At close: 6:45 PM EDT
Investment Information
- Min Initial Investment
- 250
- Min Initial Investment, IRA
- 0.25
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- --
Broker Availability
- National Financial Services, LLC
- Pershing Advisers Solutions, LLC
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- DailyAccess Corporation RTC
- Scottrade TF
- TD Ameritrade Institutional
- ADP Access
- ADP Access Open Fund Architecture
- Pershing LLC
- Schwab All (Retail, Instl, Retirement)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
Fund Summary
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.
Fund Overview
| Category | Target-Date 2060+ |
| Fund Family | American Funds |
| Net Assets | 14.43B |
| YTD Return | 16.60% |
| Yield | 1.21% |
| Morningstar Rating | |
| Inception Date | Mar 27, 2015 |
Performance & Risk
| YTD Return | 16.79% |
| 5y Average Return | 11.52% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
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