American Funds 2060 Target Date Retirement Fund® Class R-5
REMTX
NASDAQ
Weiss Ratings | REMTX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | REMTX-NASDAQ | Click to Compare |
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Provider | American Funds | |||
Manager/Tenure (Years) | Wesley K. Phoa (9), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
Website | http://www.americanfunds.com | |||
Fund Information | REMTX-NASDAQ | Click to Compare |
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Fund Name | American Funds 2060 Target Date Retirement Fund® Class R-5 | |||
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 | REMTX-NASDAQ | Click to Compare |
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Dividend Yield | 1.09% | |||
Dividend | REMTX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.69% | |||
Asset Allocation | REMTX-NASDAQ | Click to Compare |
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Cash | 4.19% | |||
Stock | 87.21% | |||
U.S. Stock | 59.92% | |||
Non-U.S. Stock | 27.29% | |||
Bond | 8.17% | |||
U.S. Bond | 6.49% | |||
Non-U.S. Bond | 1.68% | |||
Preferred | 0.15% | |||
Convertible | 0.00% | |||
Other Net | 0.27% | |||
Price History | REMTX-NASDAQ | Click to Compare |
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7-Day Total Return | -1.84% | |||
30-Day Total Return | -4.60% | |||
60-Day Total Return | -4.55% | |||
90-Day Total Return | -2.97% | |||
Year to Date Total Return | -1.84% | |||
1-Year Total Return | 5.22% | |||
2-Year Total Return | 31.84% | |||
3-Year Total Return | 18.05% | |||
5-Year Total Return | 90.74% | |||
Price | REMTX-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 | REMTX-NASDAQ | Click to Compare |
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Nav | $17.59 | |||
1-Month Low NAV | $17.48 | |||
1-Month High NAV | $18.14 | |||
52-Week Low NAV | $16.41 | |||
52-Week Low NAV (Date) | Apr 19, 2024 | |||
52-Week High NAV | $19.19 | |||
52-Week High Price (Date) | Dec 16, 2024 | |||
Beta / Standard Deviation | REMTX-NASDAQ | Click to Compare |
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Beta | 0.97 | |||
Standard Deviation | 15.09 | |||
Balance Sheet | REMTX-NASDAQ | Click to Compare |
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Total Assets | 15.44B | |||
Operating Ratios | REMTX-NASDAQ | Click to Compare |
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Expense Ratio | 0.44% | |||
Turnover Ratio | 5.00% | |||
Performance | REMTX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.77% | |||
Last Bear Market Total Return | -15.24% | |||