American Funds 2020 Target Date Retirement Fund® Class C
CCCTX
NASDAQ
Weiss Ratings | CCCTX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | CCCTX-NASDAQ | Click to Compare |
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Provider | American Funds | |||
Manager/Tenure (Years) | Wesley K. Phoa (13), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
Website | http://www.americanfunds.com | |||
Fund Information | CCCTX-NASDAQ | Click to Compare |
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Fund Name | American Funds 2020 Target Date Retirement Fund® Class C | |||
Category | Target-Date 2020 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Feb 21, 2014 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 250.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | 0.01 | |||
Dividends and Shares | CCCTX-NASDAQ | Click to Compare |
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Dividend Yield | 1.83% | |||
Dividend | CCCTX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.59% | |||
Asset Allocation | CCCTX-NASDAQ | Click to Compare |
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Cash | 5.11% | |||
Stock | 44.75% | |||
U.S. Stock | 33.25% | |||
Non-U.S. Stock | 11.50% | |||
Bond | 49.28% | |||
U.S. Bond | 43.86% | |||
Non-U.S. Bond | 5.42% | |||
Preferred | 0.06% | |||
Convertible | 0.06% | |||
Other Net | 0.75% | |||
Price History | CCCTX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.37% | |||
30-Day Total Return | -0.88% | |||
60-Day Total Return | -0.07% | |||
90-Day Total Return | 1.81% | |||
Year to Date Total Return | 2.20% | |||
1-Year Total Return | 6.80% | |||
2-Year Total Return | 18.86% | |||
3-Year Total Return | 10.61% | |||
5-Year Total Return | 41.34% | |||
Price | CCCTX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | CCCTX-NASDAQ | Click to Compare |
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Nav | $13.46 | |||
1-Month Low NAV | $13.33 | |||
1-Month High NAV | $13.62 | |||
52-Week Low NAV | $12.73 | |||
52-Week Low NAV (Date) | Apr 19, 2024 | |||
52-Week High NAV | $14.07 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | CCCTX-NASDAQ | Click to Compare |
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Beta | 0.99 | |||
Standard Deviation | 10.08 | |||
Balance Sheet | CCCTX-NASDAQ | Click to Compare |
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Total Assets | 15.51B | |||
Operating Ratios | CCCTX-NASDAQ | Click to Compare |
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Expense Ratio | 1.37% | |||
Turnover Ratio | 6.00% | |||
Performance | CCCTX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 9.61% | |||
Last Bear Market Total Return | -8.56% | |||