5 / 5 Stars
5 5 2 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 40 Target Date 2051+ Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.86 percent over the past year, and 14.30 percent over the past three years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||23.9%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of assets in bond, equity-income and balanced funds as it approaches and passes its target date. It 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 such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives.
Fees are Low compared to funds in the same category.
American Funds 2055 Target Date Retirement Fund® has an expense ratio of 0.10 percent.
Risk is Low compared to funds in the same category according to Morningstar.