American Funds 2060 Target Date Retirement Fund® Class R-1
RANTX
NASDAQ
| Weiss Ratings | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | American Funds | |||
| Manager/Tenure (Years) | Wesley K. Phoa (10), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds 2060 Target Date Retirement Fund® Class R-1 | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 27, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.15% | |||
| Dividend | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.75% | |||
| Asset Allocation | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.10% | |||
| Stock | 86.97% | |||
| U.S. Stock | 60.43% | |||
| Non-U.S. Stock | 26.54% | |||
| Bond | 8.27% | |||
| U.S. Bond | 6.57% | |||
| Non-U.S. Bond | 1.70% | |||
| Preferred | 0.36% | |||
| Convertible | 0.01% | |||
| Other Net | 0.30% | |||
| Price History | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.20% | |||
| 30-Day Total Return | 1.54% | |||
| 60-Day Total Return | 2.65% | |||
| 90-Day Total Return | 8.11% | |||
| Year to Date Total Return | 13.01% | |||
| 1-Year Total Return | 14.10% | |||
| 2-Year Total Return | 37.57% | |||
| 3-Year Total Return | 53.97% | |||
| 5-Year Total Return | 57.68% | |||
| Price | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $19.71 | |||
| 1-Month Low NAV | $19.11 | |||
| 1-Month High NAV | $19.82 | |||
| 52-Week Low NAV | $15.48 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.82 | |||
| 52-Week High Price (Date) | Aug 28, 2025 | |||
| Beta / Standard Deviation | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.87 | |||
| Standard Deviation | 13.59 | |||
| Balance Sheet | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 17.24B | |||
| Operating Ratios | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.48% | |||
| Turnover Ratio | 5.00% | |||
| Performance | RANTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.05% | |||
| Last Bear Market Total Return | -15.39% | |||