Nasdaq - Delayed Quote USD

American Funds 2020 Target Date Retirement Fund (FBCTX)

13.95
+0.04
+(0.29%)
At close: May 16 at 8:00:38 PM EDT

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
0.25
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
--

Broker Availability

  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Securities America Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Fund Overview

Category Target-Date 2020
Fund Family American Funds
Net Assets 14.82B
YTD Return 2.54%
Yield 2.90%
Morningstar Rating
Inception Date Jul 13, 2009

Performance & Risk

YTD Return 4.34%
5y Average Return 7.46%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

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