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American Funds 2020 Trgt Date Retire R6 (RRCTX)

14.33 -0.05 (-0.35%)
At close: 6:45 PM EDT

Investment Information

Min Initial Investment
1,000,000
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

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Schwab Institutional
  • Scottrade Load
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Commonwealth Universe
  • Ameritas NTFN
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • TD Ameritrade Institutional NTF
  • Cetera Financial Specialists LLC- Premier
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past 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 2020
Fund Family American Funds
Net Assets 16.19B
YTD Return 11.05%
Yield 2.68%
Morningstar Rating
Inception Date Jan 27, 2017

Performance & Risk

YTD Return 10.36%
5y Average Return 6.75%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

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