American Funds 2060 Target Date Retirement Fund® Class R-5
REMTX
NASDAQ
| Weiss Ratings | REMTX-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 | REMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (11), Michelle J. Black (6), David A. Hoag (6), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | REMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.69% | |||
| Dividend | REMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.44% | |||
| Asset Allocation | REMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.44% | |||
| Stock | 88.57% | |||
| U.S. Stock | 60.26% | |||
| Non-U.S. Stock | 28.31% | |||
| Bond | 6.80% | |||
| U.S. Bond | 5.44% | |||
| Non-U.S. Bond | 1.36% | |||
| Preferred | 0.54% | |||
| Convertible | 0.01% | |||
| Other Net | 0.64% | |||
| Price History | REMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.60% | |||
| 30-Day Total Return | -0.39% | |||
| 60-Day Total Return | 2.69% | |||
| 90-Day Total Return | 2.14% | |||
| Year to Date Total Return | 11.51% | |||
| 1-Year Total Return | 14.39% | |||
| 2-Year Total Return | 34.94% | |||
| 3-Year Total Return | 73.13% | |||
| 5-Year Total Return | 56.98% | |||
| Price | REMTX-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 | REMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $22.86 | |||
| 1-Month Low NAV | $22.30 | |||
| 1-Month High NAV | $23.04 | |||
| 52-Week Low NAV | $19.28 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $23.24 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | REMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.90 | |||
| Standard Deviation | 12.19 | |||
| Balance Sheet | REMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 21.07B | |||
| Operating Ratios | REMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.44% | |||
| Turnover Ratio | 8.00% | |||
| Performance | REMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 26.47% | |||
| Last Bear Market Total Return | -15.24% | |||