Nasdaq USD
American Funds 2015 Trgt Date Retire R3 (RCJTX)
12.55
-0.09
(-0.71%)
At close: 8:02:31 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
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Vanguard NTF
- Commonwealth Universe
- TD Ameritrade Retail
- TD Ameritrade Institutional
- TD Ameritrade Institutional NTF
- Vanguard TF
- LPL SWM - 10.24.2024
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
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-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 2015 |
| Fund Family | American Funds |
| Net Assets | 4.74B |
| YTD Return | 2.55% |
| Yield | 2.50% |
| Morningstar Rating | |
| Inception Date | Jul 13, 2009 |
Performance & Risk
| YTD Return | 3.38% |
| 5y Average Return | 6.09% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
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