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American Funds 2020 Trgt Date Retire R5 RECTX

Quantitative rating as of
NAV / 1-Day Return
13.00  /  0.31 %
Total Assets
17.0 Bil
Adj. Expense Ratio
0.350%
Expense Ratio
0.350%
Fee Level
Below Average
Longest Manager Tenure
10.39 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.69%
Turnover
20%
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Morningstar’s Analysis

Will RECTX outperform in future?

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Summary

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The American Funds Target Date Retirement series has struck the right balance between top-down and bottom-up decision making, earning its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver, with the remaining shares landing between Silver and Neutral depending on fees.

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