American Funds 2060 Target Date Retirement Fund® Class R-5E
RHKTX
NASDAQ
| Weiss Ratings | RHKTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RHKTX-NASDAQ | Click to Compare |
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| Provider | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (11), Michelle J. Black (6), David A. Hoag (6), 5 others | |||
| Website | -- | |||
| Fund Information | RHKTX-NASDAQ | Click to Compare |
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| Fund Name | American Funds 2060 Target Date Retirement Fund® Class R-5E | |||
| Category | Target-Date 2060 | |||
| 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 | RHKTX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.62% | |||
| Dividend | RHKTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.46% | |||
| Asset Allocation | RHKTX-NASDAQ | Click to Compare |
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| Cash | 2.90% | |||
| Stock | 88.75% | |||
| U.S. Stock | 60.36% | |||
| Non-U.S. Stock | 28.39% | |||
| Bond | 6.99% | |||
| U.S. Bond | 5.46% | |||
| Non-U.S. Bond | 1.53% | |||
| Preferred | 0.61% | |||
| Convertible | 0.02% | |||
| Other Net | 0.72% | |||
| Price History | RHKTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.45% | |||
| 30-Day Total Return | -2.04% | |||
| 60-Day Total Return | -3.07% | |||
| 90-Day Total Return | 1.89% | |||
| Year to Date Total Return | 8.50% | |||
| 1-Year Total Return | 8.68% | |||
| 2-Year Total Return | 30.19% | |||
| 3-Year Total Return | 75.52% | |||
| 5-Year Total Return | 47.88% | |||
| Price | RHKTX-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 | RHKTX-NASDAQ | Click to Compare |
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| Nav | $22.08 | |||
| 1-Month Low NAV | $21.85 | |||
| 1-Month High NAV | $22.61 | |||
| 52-Week Low NAV | $19.13 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $23.06 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | RHKTX-NASDAQ | Click to Compare |
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| Beta | 0.91 | |||
| Standard Deviation | 11.82 | |||
| Balance Sheet | RHKTX-NASDAQ | Click to Compare |
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| Total Assets | 20.75B | |||
| Operating Ratios | RHKTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.53% | |||
| Turnover Ratio | 8.00% | |||
| Performance | RHKTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.31% | |||
| Last Bear Market Total Return | -15.22% | |||