American Funds 2020 Target Date Retirement Fund® Class R-3
RCCTX
NASDAQ
Weiss Ratings | RCCTX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | RCCTX-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 | RCCTX-NASDAQ | Click to Compare |
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Fund Name | American Funds 2020 Target Date Retirement Fund® Class R-3 | |||
Category | Target-Date 2020 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Feb 01, 2007 | |||
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 | RCCTX-NASDAQ | Click to Compare |
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Dividend Yield | 2.27% | |||
Dividend | RCCTX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.57% | |||
Asset Allocation | RCCTX-NASDAQ | Click to Compare |
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Cash | 5.03% | |||
Stock | 43.63% | |||
U.S. Stock | 32.39% | |||
Non-U.S. Stock | 11.24% | |||
Bond | 50.40% | |||
U.S. Bond | 45.12% | |||
Non-U.S. Bond | 5.28% | |||
Preferred | 0.27% | |||
Convertible | 0.07% | |||
Other Net | 0.60% | |||
Price History | RCCTX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.23% | |||
30-Day Total Return | 1.82% | |||
60-Day Total Return | 3.49% | |||
90-Day Total Return | 2.20% | |||
Year to Date Total Return | 4.81% | |||
1-Year Total Return | 10.02% | |||
2-Year Total Return | 20.54% | |||
3-Year Total Return | 19.48% | |||
5-Year Total Return | 33.17% | |||
Price | RCCTX-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 | RCCTX-NASDAQ | Click to Compare |
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Nav | $13.93 | |||
1-Month Low NAV | $13.64 | |||
1-Month High NAV | $13.93 | |||
52-Week Low NAV | $12.91 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $14.26 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | RCCTX-NASDAQ | Click to Compare |
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Beta | 1.00 | |||
Standard Deviation | 9.73 | |||
Balance Sheet | RCCTX-NASDAQ | Click to Compare |
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Total Assets | 14.92B | |||
Operating Ratios | RCCTX-NASDAQ | Click to Compare |
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Expense Ratio | 0.94% | |||
Turnover Ratio | 5.00% | |||
Performance | RCCTX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 9.89% | |||
Last Bear Market Total Return | -8.54% | |||