American Funds 2020 Target Date Retirement Income Fund® Class R-5E
RHCTX
NASDAQ
| Weiss Ratings | RHCTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RHCTX-NASDAQ | Click to Compare |
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| Provider | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (14), Michelle J. Black (6), David A. Hoag (6), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | RHCTX-NASDAQ | Click to Compare |
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| Fund Name | American Funds 2020 Target Date Retirement Income Fund® Class R-5E | |||
| Category | Target-Date 2020 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 20, 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 | RHCTX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.44% | |||
| Dividend | RHCTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.68% | |||
| Asset Allocation | RHCTX-NASDAQ | Click to Compare |
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| Cash | 6.13% | |||
| Stock | 43.95% | |||
| U.S. Stock | 32.02% | |||
| Non-U.S. Stock | 11.93% | |||
| Bond | 49.17% | |||
| U.S. Bond | 44.26% | |||
| Non-U.S. Bond | 4.91% | |||
| Preferred | 0.29% | |||
| Convertible | 0.03% | |||
| Other Net | 0.43% | |||
| Price History | RHCTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.81% | |||
| 30-Day Total Return | 1.86% | |||
| 60-Day Total Return | 6.57% | |||
| 90-Day Total Return | 1.16% | |||
| Year to Date Total Return | 4.75% | |||
| 1-Year Total Return | 14.09% | |||
| 2-Year Total Return | 27.02% | |||
| 3-Year Total Return | 39.89% | |||
| 5-Year Total Return | 32.71% | |||
| Price | RHCTX-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 | RHCTX-NASDAQ | Click to Compare |
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| Nav | $14.76 | |||
| 1-Month Low NAV | $14.45 | |||
| 1-Month High NAV | $14.76 | |||
| 52-Week Low NAV | $13.85 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $15.23 | |||
| 52-Week High Price (Date) | Dec 23, 2025 | |||
| Beta / Standard Deviation | RHCTX-NASDAQ | Click to Compare |
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| Beta | 0.46 | |||
| Standard Deviation | 7.20 | |||
| Balance Sheet | RHCTX-NASDAQ | Click to Compare |
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| Total Assets | 14.38B | |||
| Operating Ratios | RHCTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.44% | |||
| Turnover Ratio | 7.00% | |||
| Performance | RHCTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.08% | |||
| Last Bear Market Total Return | -8.35% | |||